FAQ
Questions before you call
- Do I need a CPA, or would tax software be enough?
- If you have one W-2, no side income and the standard deduction, software is probably fine. Once you have a business, a rental property, a K-1, or a year with something unusual in it — a home sale, a new baby, a big life change — a second set of eyes tends to pay for itself. Not sure which one you are? That's exactly what an intro call is for, and it's free.
- What happens on an intro call?
- About twenty minutes, by phone or video. We ask what's changed in your year, what you're hoping to get from working with a CPA, and whether we're actually the right fit — for some people the honest answer is that a simpler service would do. No pressure and no charge either way.
- How does tax season affect response times?
- Between mid-January and April 15th, response times run slower than the rest of the year — most of the firm is in returns, not on the phone. Existing clients get priority, and we post realistic turnaround times on our client portal during that stretch so nobody's left guessing.
- Do you handle bookkeeping, or just taxes at year end?
- Bookkeeping is monthly, year-round work for most of our business clients — it's a bigger part of what we do than tax season itself. Books closed every month mean the number you see in June is one you can actually trust, and your return in March isn't a surprise to either of us.
- What do I send you, and how?
- Everything financial goes through our secure client portal — never email, and never this website's contact form. We will never ask for a Social Security number, an account number, or anything like it here; if anyone ever asks you for that through a contact form, it isn't us.
- Do you charge for the intro call?
- No. It's how we find out whether we're the right fit before either of us commits to anything.
Find out if we're the right fit.
A free intro call, about twenty minutes, no obligation either way.