Frequently Asked Questions

Do you provide multi-state tax filing?

Yes. We handle multi-state income, residency, and work situations to ensure your returns are complete, compliant, and optimized.

Tax & Filing Questions

Can you handle foreign income or foreign account reporting?

Yes. We assist with foreign income reporting, FBAR (FinCEN Form 114), FATCA reporting (Form 8938), and other cross-border tax requirements.

Do you offer virtual tax preparation?

Yes. All documents can be uploaded through our secure tax portal, and the entire tax preparation process can be completed remotely.

What documents do I need for tax preparation?

Typically W-2s, 1099s, interest statements, investment reports, foreign account information, business income and expense records, and more. We provide a complete checklist tailored to your situation.

Business Services

Do you offer bookkeeping services?

Yes. We provide monthly and quarterly bookkeeping, reconciliations, financial statements, and year-end closing support.

What is included in payroll services?

Our payroll services include payroll processing, tax withholding, quarterly filings, W-2/1099 preparation, direct deposit setup, and compliance monitoring.

Can you help with business tax planning?

Yes. We offer year-round tax advisory, major event planning, multi-state guidance, and tax-saving strategy reviews.

What is a fractional CFO service?

Fractional CFO services provide CFO-level financial leadership for businesses without a full-time CFO. This includes budgeting, forecasting, cash flow management, profitability analysis, and strategic planning.

Financial Planning

Do you offer retirement planning?

Yes. We assist with IRA, Roth IRA, and 401(k) contribution strategies, Roth conversions, tax-efficient planning, and long-term financial projections.

Do you help with estate planning?

Yes. We provide estate tax planning, wealth transfer strategies, trust and will review (in coordination with attorneys), and gifting strategies.

Working With Us

How are your service fees determined?

Fees vary based on your needs, tax complexity, and service scope. Contact us for a personalized quote.

How do I schedule a consultation?

Click the schedule a consultation button.