Find answers to common questions about partnering with our firm, our initial setup timeline, and how we handle your data.
Book a free 20-minute consultation. We’ll review your situation, recommend a service plan, and send a written quote within 48 hours. If we’re a fit, onboarding takes about one to two weeks.
Yes. The first 20-minute call is free and there’s no obligation. It exists to determine if we’re the right firm for your situation.
We review your existing books, get access to your bank and software accounts, set up your client portal, and complete any clean-up needed to bring records current. We schedule a kickoff call so you know exactly what to expect.
Yes, and we do it often. We coordinate with your prior accountant for file transfer, reconcile what’s been done, and pick up cleanly. There’s no need to wait for year-end.
Discover how our proactive bookkeeping, corporate tax preparation, and full-service payroll workflows are custom-tailored to protect your bottom line.
Three core services: tax (preparation and planning), accounting & bookkeeping (monthly close, payroll, sales tax), and financial planning & advisory (cash flow, strategy, entity structure).
Yes. Start with what you need today and add more as your business grows. Most clients eventually combine bookkeeping and tax because it removes the year-end scramble.
Yes. Our Scale plan and monthly advisory include CFO-level support: cash-flow forecasting, KPI reporting, profitability analysis, and quarterly strategy meetings.
Yes — we set up and run payroll through iSOLVE, including tax filings and year-end W-2s and 1099s.
Understand how we structure our flat-rate monthly tiers, what factors influence your custom quote, and why we completely avoid surprise hourly billing.
Flat monthly fees based on entity type, revenue, transaction volume, and the services you choose. Our calculator gives an estimate; the final quote is provided after the consultation.
No. Monthly services are month-to-month after an initial onboarding period. If we’re not the right fit, we’ll hand over clean files.
It covers diagnosing your current books, software setup, and any clean-up needed to bring records current. The amount depends on the state of your prior records.
Not for monthly services. We use flat monthly pricing so you know what to expect. Project work (catch-up, IRS representation, special engagements) is quoted upfront.
Explore answers regarding our proactive year-round tax mitigation strategies, entity structuring advisory, and how we maximize your allowable legal deductions.
Yes. We handle federal and all U.S. state filings, including multi-state and nexus analysis for businesses operating across borders.
Reducing tax legally is the core of tax planning. We review entity structure, retirement plans, compensation strategy, deductions, and timing throughout the year — not just at filing.
Yes. We respond to IRS and state notices on your behalf and represent clients in audits and resolution matters.
Standard deadlines: March 15 for S-corps and partnerships, April 15 for individuals and C-corps, with state deadlines that often align. We track every deadline that applies to you.
Find details on our preferred tech stack, how we integrate seamlessly with QuickBooks Online or Xero, and the exact tools we use to manage communication and file sharing.
QuickBooks Online or Sage 5O for bookkeeping, iSOLVE for payroll, and TaxDome as our secure client portal for document exchange and e-signatures.
Everything lives in TaxDome, our secure client portal. You upload, e-sign, and message us in one place — no email back-and-forth.
Answers depends on your tier, within 1-5 business days.
Yes. All client data is encrypted in transit and at rest. TaxDome uses bank-level security and two-factor authentication. We never email tax documents.
Find details on our response times, how to reach your dedicated accountant for urgent questions, and how we structure our monthly or quarterly advisory strategy calls.
Yes. We’re Florida-based and serve clients across all 50 states and clients in Latin and South America. The entire engagement runs through our secure portal and scheduled video calls.
At minimum, an annual tax planning meeting. Growth plan adds quarterly check-ins. Scale and CFO-level plans include monthly advisory meetings.
We do catch-up work all the time — rebuilding prior-year books, filing back returns, and bringing everything current. It’s quoted as a one-time project before we start.
We are a dedicated team of accounting and tax professionals committed to streamlining your bookkeeping, optimizing payroll, and maximizing your tax savings.