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(707) 334-1434
(707) 334-1434
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A free initial consultation up to one hour is offered to answer any further questions and to assess your needs. The consultation can be conducted over the phone or via web meetings (such as Zoom).
After the consultation, we'll send you an Engagement Letter via email. You can review and
complete it using digital signature(s).
Services are provided remotely, primarily using Zoom for face-to-face interactions, emails and phone. Documents can be shared using online secure services, such as Google Drive. For tax-related documents, a secure link will be sent for providing Tax Organizer information and for uploading necessary documents and files.
Your books will need to be reviewed to assess the size of your company, number of transactions, the extent of cleanup work that may be required etc., and to estimate our fees.
Yes, for both individuals and small businesses. Professional tax software is used that can sync data from QuickBooks for business returns.
You will be provided with tax-ready financial statements, which your tax professional can use to prepare your tax returns.
Fees are customized based on your specific needs. The cost varies depending on the volume and complexity of work.
Invoices will be sent via email, outlining payment options.
For books cleanup and tax preparation, 50% of the quoted fee is payable upon executing the Engagement Letter, with the balance due upon completion of services.
For monthly services, the monthly fee can be billed directly or payments can be processed via a credit card using our Credit Card Authorization Form.