Frequently Asked Questions

When your financial affairs are too complicated for DIY software. It isn't a certain level of income because some high income taxpayers have easy returns, while some middle class taxpayers have complex situations. Often times, self employment or active real estate investments create a need for a skilled tax professional.

If you want to discuss a price estimate, reach out to us through the contact page. Soon after, we will contact you to request a secure file transfer through the client portal to review your past three years of income tax filings for opportunities.

Depending on your needs, more information may be requested.

Does your accountant return your calls and emails promptly? Do you feel comfortable asking them questions? Do you feel like they are a partner in your success? With the right team, these answers should be a resounding "Yes!"