FAQ

Q. Do I have to bring all my receipts and documentation into your office?
A. No, we have a secure portal which you can upload all your information to us.

Q. Can I live out of state and still use you as my accountant?
A. Yes, we have the ability to file all state income tax returns in addition to federal returns.

Q. Do I have to make an appointment?
A. Yes, if you are a first-time client we’d like to meet you in person to get connected, ask important questions, and make sure we’re a good fit for your needs. Simply call our office to schedule.

Q. What do I have to bring to my appointment?
A. We prefer the three prior years tax returns, but would minimally accept one. We also have a client intake form that will be sent to you when scheduling your appointment that will guide you with the rest of the needed information.