Resources & FAQ

Working With Us.

We’re here to make accounting and tax services simple, secure, and stress-free. Whether you’re just getting started with our firm or need quick access to client tools, you’ll find helpful answers below.

Getting Started:

  • Reach out through our Contact Us page or give us a call. Our team will review your inquiry to ensure it aligns with our firm’s services and year-round support model. If it’s a good fit, we’ll schedule an appointment with one of our accountants. Please arrive 5–10 minutes early to complete a brief intake form.

  • If you’re meeting with us in person, please bring your last two years’ tax returns and any documents you’d like us to review. For business owners, financial statements or year-to-date reports are also helpful. Most clients choose to upload documents securely through our online portal before or after their meeting.

  • Fees vary depending on the complexity of your return or business needs. We’ll provide an estimate after reviewing your situation during the initial conversation.

Document Delivery & Digital Tools:

  • After your appointment, you’ll receive a secure link to our client portal where you can safely upload all files. You can also drop them off at our office if preferred.

  • You can review and sign your tax return digitally from your home or office — or, if you prefer, we’ll walk you through electronic signing in our office. Completed returns are securely stored in your portal for easy future access.

  • Yes! We provide secure, convenient digital payment options for all services.

    For tax return engagements:
    New and returning clients receive a secure digital engagement letter that requests their preferred payment method. Your information is protected and won’t be charged until your return is finalized.

    For one-time or advisory services:
    We’ll send you an electronic invoice that can be paid securely by ACH or your preferred card. You can also pay anytime through our website by selecting the “Pay Online” button.

Common Tax Topics.

We’ve created short guides to help you navigate frequently asked tax questions:

Quarterly Estimated Taxes

Learn who needs to make estimated payments, when they’re due, and how planning can help you avoid penalties and stay on track with your cash flow.
Quarterly Estimated Tax Payments (PDF)

Qualified Charitable Distributions (QCDs)

Discover how individuals age 70½ and older can make charitable gifts directly from their IRA to reduce taxable income while supporting the causes they care about.
Qualified Charitable Contribution (PDF)

Debunking Common Tax Extension Myths

An extension gives you more time to file — not to pay. Learn the facts about tax extensions and how to stay compliant without added stress.
Debunking Common Tax Extension Myths (PDF)

Unable to Pay Taxes Owed

If you can’t pay your taxes in full, you still have options. This guide explains payment plans and other ways to stay compliant while easing financial strain.
Unable to Pay Taxes Owed (PDF)

Understanding IRS Audits & How We Can Help

Being selected for an IRS review doesn’t have to be stressful. Learn what to expect and how our team supports you through every step of the process.
Getting Audited by the IRS (PDF)

When New Tax Forms Arrive

If new tax forms arrive after you’ve filed, here’s how to handle them properly and ensure your return stays accurate and compliant.
Additional Tax Forms After Filing (PDF)

Client Resource Center.