The questions we actually get asked, answered without jargon. Organized into six sections.
A small business owner located in the USA with no foreign owners or foreign investments, earning between $50,000 and $500,000 in net income.
Year-end tax preparation is available standalone. Setup assistance is only available within our packages.
We endeavor to respond to all messages within 24 to 48 hours.
We're a fully remote organization. We operate via phone, email, and our TaxDome client platform.
We serve clients in many cities and states across the US, with the exception of New York City.
Yes. The income range is our specialty sweet spot, but our services are available outside it too.
Our primary focus excludes foreign owners and foreign investments. We may be able to provide referrals to specialists.
Yes, even though typical client earnings exceed this threshold.
Yes. We establish bookkeeping for rentals and ensure correct tax reporting.
We provide setup advice but do not handle state registration, we're accountants, not attorneys.
An up-to-date view of your financials enables informed decisions and optimizes tax strategy.
We partner with Gusto to ensure compliance with government registrations and deadlines.
We cover penalties and interest that result from our mistakes. It also includes audit defense.
We don't directly cover these. We offer guidance for accurate recording.
Our preferred software is QuickBooks Online. We specialize in it for consistency and service quality.
Yes. We've helped numerous clients through a stress-free setup process.
Generally 1 to 3 weeks per year of catch-up, once we have access and statements.
We don't offer financial statement analysis or forecasting, but we help clients understand their financials.
We don't provide personal financial planning. We guide on the tax-saving aspects of retirement plans.
Fill out the form on our landing page with your name, email, business description, and preferred contact time.
Complete Income Tax Preparation, Strategic Tax Planning, Bookkeeping, Quarterly Reviews, Payroll Management, Round-the-Clock Support, and our Peace-of-Mind Guarantee.
Yes. Clients who engage us before deadlines get free extensions, and we identify any required payments.
An average of two weeks, when clients respond promptly. Some are completed within a week.
It depends on the specifics. We'll discuss it during your free consultation.
Yes. Our packages include strategy planning and implementation, unlike competitors that charge hefty additional fees.
Yes. We review at least the prior year's returns for all clients.
S-Corp Election, Home Office Deduction, Business Vehicle Use, Deferred Income, Section 179 / Bonus Depreciation, the Augusta Rule, Employing Your Children, Health Insurance Deduction, HSA Contributions, Tax Loss Harvesting, and Cost Segregation.
No.
We worked with Zoho previously but now focus our expertise on QuickBooks Online.
On a limited basis, for clients with fewer than 10 monthly transactions.
We partner with Gusto. We also partner with JustWorks for Professional Employer Organization (PEO) clients.
We no longer offer sales tax filing as a service. We provide guidance on determining your liability.
Yes, for most notices. For complex issues, we guide clients toward specialist help.
We recommend the Profit First method. We don't offer traditional budgeting services.
Yes. The majority of our clients are S-corps, and we provide comprehensive reasonable-compensation reports.
We offer a full refund for comprehensive packages. One-time services are excluded.
Book a free one-hour consultation. We'll answer whatever's on your list, with real specifics for your business.
