FAQs
General Questions
What services do you offer?
We provide a wide range of services, including:
- Tax preparation for individuals, businesses, non-profits, and trusts
- Sales tax management and compliance
- Bookkeeping and financial recordkeeping
- Payroll management, including direct deposit and tax filings
- HR consulting, covering employee management, compliance, and benefits
- Recruiting services to help you find and onboard the right talent
Do you work with businesses of all sizes?
Yes! Whether you’re a sole proprietor, small business owner, or managing a large corporation, we tailor our services to meet your specific needs.
Are your services available remotely?
Absolutely. We provide secure, remote services using modern tools to ensure efficiency and confidentiality, no matter where you’re located.
Tax Preparation Services
What types of taxes do you prepare?
Our tax preparation services cover:
- Individual and business tax returns
- Trust and estate tax returns
- Sales tax filings
- Payroll tax filings
- Multi-state and local taxes
What documents do I need for trust tax preparation?
Typical documents include:
- Trust agreements or declarations
- Details of income, deductions, and distributions
- Previous year’s tax return (if applicable)
We’ll provide a customized checklist to simplify the process.
How do you ensure accuracy in tax preparation?
We use advanced software, cross-check documentation, and stay updated on current tax laws to ensure compliance and optimize your returns.
Sales Tax Services
What does your sales tax service include?
We manage all aspects of sales tax, including:
- Determining your obligations under nexus rules
- Registering for sales tax permits
- Preparing and filing sales tax returns
- Resolving sales tax notices and audits
- Multi-state compliance for businesses operating in multiple jurisdictions
Do you assist e-commerce businesses with sales tax?
Yes, we help e-commerce businesses navigate complex sales tax rules, including marketplace facilitator laws and online sales tax compliance.
How do you handle sales tax audits?
We provide full support, including record reviews, responding to auditors, and resolving discrepancies to minimize potential liabilities.
Bookkeeping Services
Do you work with QuickBooks?
Yes, we specialize in using QuickBooks for bookkeeping. Whether you’re using QuickBooks Online or Desktop, we seamlessly manage your financial data to ensure accuracy and efficiency.
Why do you recommend QuickBooks?
QuickBooks offers robust features for businesses, including:
- Automated transaction tracking
- Detailed financial reporting
- Cloud access for remote management
- Scalability for growing businesses
Our QuickBooks-certified team can help you optimize its features to best suit your needs.
Can you work with other accounting software?
Yes, while QuickBooks is our preferred platform, we’re experienced with other systems like Xero, FreshBooks, and Wave.
How often do you update financial records?
We offer flexible scheduling based on your needs, updating records weekly, monthly, or quarterly to ensure timely and accurate financial information.
Payroll Services
What payroll services do you offer?
Our payroll services include:
- Employee paychecks and direct deposits
- Payroll tax filings and compliance
- Multi-state payroll management
- Assistance with payroll tax discrepancies and notices
Can you handle businesses with employees in multiple states?
Yes! Our payroll solutions are designed for multi-state operations, ensuring compliance across jurisdictions.
HR Consulting & Recruiting Services
What areas of HR do you cover?
Our HR consulting services include:
- Employee relations and compliance
- Benefits administration and policy creation
- Performance management and training
- Recruitment and onboarding
How does your recruiting service work?
We follow a structured approach:
- Understanding your company culture and hiring needs
- Creating job descriptions tailored to your goals
- Sourcing and screening candidates
- Conducting interviews and assisting with offer negotiations
- Supporting onboarding for a smooth transition
Pricing & Getting Started
How do you charge for your services?
Our pricing is based on the scope and frequency of services. We offer flat-rate and hourly packages to fit your budget.
Do you require long-term contracts?
No, we provide flexible options, including one-time services and ongoing support plans.
Do you offer free consultations?
Yes! We offer an initial free consultation to understand your needs and provide a customized quote.
How do I get started?
Contact us via our website or phone to schedule your free consultation. We’ll discuss your goals and create a personalized plan for your business or personal needs.
Contact Us
Need assistance with financial management, tax preparation, or HR support? Contact us today to see how we can simplify your workload!
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