FAQs
Do you work virtually?
Yes, I am available for Zoom calls and documents are exchanged via a secure portal.
What documents should I bring?
For the preparation of the tax return, I will send you an organizer which will detail the documents I will need to complete your return.
How do you bill?
There are two different options for billing based on the work needed. I offer two tier options of a flat fee service or a monthly subscription. I quote per engagement after a free 30 minute consultation.
Flat Fee Option 1: Standard Return Tier
Federal Filing + One state
Best for W2 earners and retirees
Flat Fee Option 2: Return with Quarterly Tax Planning Tier
Federal Filing + One state, quarterly tax estimate planning plus annual check-in
Perfect for business owners, consultants, and investors
Monthly Subscriptions
Essentials
Business owners or RE investor operators (landlords) needing just year-end filing and basic support
Growth
Small Business owners, consultants, or investors needing proactive tax planning, quarterly estimates, and monthly/quarterly books review
Strategic
High-net-worth clients or multi-entity businesses needing CFO-style oversight, tax strategy, IRS correspondence, and tax compliance support.
How can I schedule an Appointment or consultation?
Contact me via the website, phone, or email