Questions Every New Client Asks

Every engagement starts with a free discovery call, followed by a written proposal with a fixed fee. Individual reviews start at $189, business packages at $549 — agreed in writing before any work begins, with no hourly surprises.

Typically last year's return, W-2s or 1099s, and a summary of major life changes. For businesses we add profit-and-loss statements and payroll records. You will receive a tailored checklist after the discovery call — most clients gather everything in under an hour.

Individual reviews are typically completed within 5 business days of receiving your documents. Business packages and multi-year cleanups take two to three weeks, and we flag any deadline risks up front.

Yes. Most of our work happens over secure video calls and our client portal, and we handle federal filings plus multi-state returns for clients across the country.

Absolutely — about a third of our work is catch-up filings. We prioritize the most urgent years first, reconstruct missing records where needed, and set up a system so you never fall behind again. No judgment, just a plan.

You receive a plain-language summary of what was filed and what to do next. Advisory clients get quarterly check-ins, estimated-payment reminders, and priority responses to any IRS or state notices.

Yes. Documents move through an encrypted portal, access is limited to your engagement team, and we never share or sell client information. Confidentiality terms are part of every agreement.

For larger engagements such as multi-year cleanups, we split the fixed fee into milestones tied to deliverables. Fixed-fee advisory plans can also be purchased directly in our shop with secure checkout.