Frequently Asked Questions
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, PPP & EIDL Loan Assistance, 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.
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, phone or text.
