FAQs

FAQs2024-07-14T00:26:59-07:00

Taxes are complicated and can bring up more questions than answers. That’s why we’re here to answer your questions whenever you need us.

Where are you located?

We’re located in Sacramento, California. We offer our services virtually via Zoom Video Meeting, Email, or Phone.

What services do you provide?

We provide Tax Preparation, Tax Planning, Tax Resolution, Accounting, Bookkeeping, Payroll, Wealth and Business Consulting for Individuals, Families, and Businesses.

Is my information kept secure and confidential?

Your information is kept secure and confidential. We use a secure portal to exchange documents and we never share or discuss your information with anyone without your consent.

Are you credentialed?

We are registered with the IRS and certified with the California Tax Education Council.

If I refer someone to your company will you discuss my information with them?

We will never discuss your information with anyone and that includes a friend or family member that you refer to us.

Do you service clients worldwide?

We provide services to clients in all 50 United States. We are credentialed to service you, no matter what state you reside in.

How do I get started?

Click on the client portal tab to download our mobile app. You will then upload your documents. After you upload your documents you will provide us with the 6 digit code and your email address.

Are you available year-round?

Yes, we are available year-round. You can contact us by email or phone.

Yes, we are available year-round. You can contact us by email or phone.

What payment options do you offer?

We offer different options to pay your fees. You can pay upfront using a credit card or bank ACH. You can pay your fees with your refund. You can pay your fees in 4 monthly installments.

Do you offer discounts?

We have promotions throughout the year. We notify you about our promotions on our social media pages and through email. Be sure to follow us on Facebook and Instagram and sign up for our newsletter to be notified.

What’s included in the price?2023-07-22T23:22:19-07:00

The price includes filing a single-member LLC and S Corp tax election, getting your EIN number, monthly bookkeeping services and financial reporting. You also get your very own bookkeeping and tax expert, who will file your business taxes and give you year-round tax support. All of our membership plan include monthly bookkeeping and payroll.

How much does the membership cost?2023-07-22T23:21:28-07:00

Our memberships are affordable monthly payments. Everything you need to start and run your self employed business is included and take advantage of potential tax savings starting at $199/month, you save more when you pay annually. The cost is 100% tax-deductible.

Do you offer discounts?2021-04-18T20:40:29-07:00

We have promotions throughout the year. We notify you about our promotions on our social media pages and through email. Be sure to follow us on Facebook and Instagram and sign up for our newsletter to be notified.

What payment options do you offer?2021-04-18T20:24:24-07:00

We offer different options to pay your fees. You can pay upfront using a credit card or bank ACH. You can pay your fees with your refund. You can pay your fees in 4 monthly installments.

Are you credentialed?2021-04-18T20:21:00-07:00

We are registered with the IRS and certified with the California Tax Education Council.

Is my information kept secure and safe from hackers?2021-04-18T20:18:13-07:00

Your information is kept secure and confidential. We use a secure portal to exchange documents and we never share or discuss your information with anyone without your consent.

How do I get started?2021-04-18T20:14:46-07:00

Click on the client portal tab to download our mobile app. You will then upload your documents. After you upload your documents you will provide us with the 6 digit code and your email address.

What services do you provide?2021-04-18T20:12:22-07:00

We provide Tax Preparation, Tax Planning, Tax Resolution, Accounting, Bookkeeping, Payroll, PPP & EIDL Loan Assistance, Wealth and Business Consulting for Individuals, Families, and Businesses.

Do you service clients worldwide?2021-04-18T18:34:21-07:00

We provide services to clients in all 50 United States. We are credentialed to service you, no matter what state you reside in.

Where are you located?2021-04-18T18:32:04-07:00

We’re located in Sacramento, California. We offer our services virtually via Zoom Video Meeting, Email, or Phone.

Does This Firm Provide Year-Round Service?2021-04-18T17:50:40-07:00

We are here for you twelve months a year, not just during tax season.  Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to give us a call.

Will My Information Be Kept Confidential?2020-09-22T07:54:16-07:00

We maintain a policy of the strictest confidence concerning our clients’ affairs.  You can rest assured that no one will learn about your business or tax status – even relatives, associates or friends who might have referred you to us.

What Type of Tax Services Are Available From This Firm?2021-04-18T18:36:50-07:00

This firm prepares tax returns for individuals, partnerships, corporations, and any entities with tax-reporting requirements.  Our firm’s seasoned professionals are experts in all areas of taxation including…

  • Individual Returns
  • Business Returns
  • Rental Income Returns
  • Partnership Returns
  • S-Corp Returns
  • LLC Returns
  • Non-Profit Returns
  • Business Consulting