Every engagement has a fixed fee based on its scope, agreed in writing before work begins. There is no hourly billing and no charge for routine questions. The fee changes only if the scope does — and never without your approval first.

No. The firm is fully remote and serves clients nationwide. Documents are exchanged through a secure portal, meetings happen by video or phone, and returns are signed electronically.

Yes, and it is more common than most owners think. Catch-up bookkeeping and late or unfiled returns are routine work. The sooner the position is known, the more options remain — and penalties can often be reduced or abated.

We handle it. With your authorization, we request prior returns, depreciation schedules and workpapers directly from your previous firm. Transitions work at any point in the year.

Where the law supports it, yes — many legitimate opportunities go unclaimed simply because no one looked. Where it does not, you will hear that plainly. Be wary of anyone who guarantees a result or prices advice as a share of the savings.

Owner-led businesses and the individuals behind them, typically with more complexity than software handles well: multiple entities, pass-through income, multi-state activity, equity compensation or real estate.

Yes. Firms that lack capacity for credits, amended returns or partnership adjustment filings refer that work to us, and the client relationship returns to them afterward.