Once you've picked a tier, you'll get access to our secure portal to upload documents and get set up.
From there, we handle monthly reconciliation and categorization on the schedule that fits your tier.
Businesses change, and your tier doesn't have to stay fixed. If you add employees, need payroll, or want more detailed reporting, you can move up to Growth or Strategic whenever it makes sense.
No. We're built to work with you virtually, wherever you are.
If you're in the Tampa Bay area and would rather sit down in person, that's available too. Clients in the DC, Maryland, and Virginia area work with us fully virtually right now.
If you already know you just need a personal return filed, use the Start Your Tax Return option to begin directly through our secure portal, no consultation required.
If you'd rather talk it through first, that's available too.
EIN and entity registration timelines depend on your state's own processing speed, which we don't control.
We'll give you a realistic expectation once we know your specific state and entity type.
It depends on your situation, but our free downloadable Tax Prep Document Checklist covers identification, income documents, deduction documents, and more, so you're not guessing what to bring.
Once your documents are in the portal, we go through them and message you directly through the same portal if we need anything else. You're not left wondering whether it was received.
We talk through your actual situation, individual or business, and figure out which service and tier actually fits.
There's no sales script. If you already know exactly what you need, you can skip the consultation and get started directly.
Just reach out for a free quote. We’ll walk you through every step, from planning to finish.
We accept credit cards, checks, and bank transfers. Let us know what works best for you.
Call, email, or use our contact form. We’re here to help and usually reply the same day.
Yes, you can make changes or cancel anytime before work begins. Just let us know.
Still need help? We’re happy to chat.
