FAQ

  • I already have a CPA

    Great! We won’t replace your CPA, but we will work directly with them to help supply the necessary business information to complete your tax returns. Stressing about tax documents will be a thing of the past!

  • How do i schedule a consultation?

    We are so excited to hear from you! Simply click Contact at the top of this screen and fill out the form.

  • How do i ensure confidentiality?

    Your trust is our most important asset. Sensitive financial information will remain secure and confidential at all times.

  • what are the contract terms?

    We offer monthly, on-going ageements. We want you to be satisfied with our service, every single month!

  • can we change our subscription?

    Absolutely! We want to work for your business, not against it.

  • Will you come to our office?

    Yes, at the ELITE level we can come to you for various items: meetings, team oversight, reporting financials to you or your board, budget preparations, etc.