Good questions. Clearer expectations.

Yes. Start with the support you need. Bookkeeping and tax preparation are separate services, and we can discuss bringing them together when that makes sense for you.

That is a good place to start a conversation. We will review the months involved and the condition of your records, then scope catch-up or cleanup work before ongoing bookkeeping begins.

Our services are designed for small-business owners, self-employed people, and individuals. Your business structure, filing requirements, and location help determine the right fit.

Bookkeeping scope depends on factors such as transaction volume, number of accounts, and any catch-up work. Tax preparation depends on return complexity. You will receive a proposed scope and fee before work begins.

Catch-up work addresses missing periods. Cleanup reviews records that already exist but may have errors, unreconciled balances, or uncertain categories. A records review can identify whether you need one, the other, or a combination.

No certification or affiliation is claimed here. Software support is assessed against the application, access, and tasks involved before a scope is agreed.

No. LLC describes a legal structure, while federal income tax treatment can depend on ownership and elections. Choose “Not sure yet” in the outline if the treatment needs review; do not guess from the business name.

No. Reports help explain business activity, but a preparer may need supporting records and information outside the books. The required documents depend on your circumstances and the agreed tax work.

Read every page, keep the notice, and note any requested action and response date. Do not wait for scheduling on this site to open if action is due. Notice review, response preparation, and representation are separate scopes that require confirmation.

No. This website does not accept documents, identification numbers, account credentials, or copies of notices. Confirm an approved sharing method and the engagement scope before sending sensitive information.

Inquiries and online scheduling are not open. The consultation outline helps you organize broad scope details on this page, but does not send a message or make an appointment.

No. Answers stay in the page’s memory and clear when the page reloads. The website does not put them in the address bar, browser storage, or a submission. It asks for broad categories, not identifying details.

Not with the current fee information. It suggests a useful service conversation. A scope and fee must be agreed before work begins; a suggestion is not an engagement or a guaranteed price.

That requires a review of the relevant facts and jurisdictions. The outline asks which states may be involved to help frame a later conversation. It does not determine filing obligations or promise support in every jurisdiction.

A website visit, an outline, or an initial conversation does not create an engagement. Suitability, practitioner authority where needed, the work to be performed, a fee, and written engagement terms must be confirmed.