Frequently Asked Questions

An Enrolled Agent is licensed by the Internal Revenue Service. I do not work for them. While a CPA can complete Financial Statement Audits and choose to specialize in Tax, an Enrolled Agent specializes in tax. I am authorized to represent you in front of the IRS.

Yes. All engagements will have an accompanying contract or Engagement Letter. Consultations are booked by appointment. No contract for consultations.

Accounting Services: Monthly payments are scheduled as automatic deductions on the 1st of the month. Cleanup projects require a 50% deposit to initiate the project, and balance due upon completion. An additional fee will be added per week outside of the cleanup completion period for the efforts of the Accountant following up for completion. If monthly bookkeeping is added to a cleanup project, a cleanup fee and period will be determined, separate from the monthly bookkeeping start date and monthly fee so that current transactions can be completed simultaneously. We stick to a schedule to ensure timely reporting and therefore do subscription billing so that there is not a delay in services. Tax Services: Payment is due up front to engage in any tax services. Tax engagements do not have clear end dates for several reasons, many in which we are not responsible for, therefore payment is collected up front.

I run a virtual practice. All meetings are handled via Zoom and communication is exchanged through the secure portal.

Your monthly report is delivered by the 15th business day of the following month.

Accounting Services: I securely exchange documents and create client request through the financial software platform. Tax Services: I utilize a secure client portal that is web based and has an app for Apple and Android users. Through this portal, we can exchange messages like a text message, upload documents, create client tasks, and maintain all files. You can always book an appointment with me on my calendar link and set up a Zoom call. General: Phone, email, and text message are available when needed based on your package. Appointments are preferred so that I can prepare an answer prior to the call and respect each client’s time and needs. I ask for 24-48 hours to respond, during normal business hours.

Accounting Services: In order for me to provide accurate information for you, I need you to adhere to the following: Agree to monthly payment deduction via the contract Provide third party user access to necessary accounts Provide all supporting information and tasks through the client portal so that I can complete tasks and maintain organization, efficiency and security Remove all personal transactions from business accounts Review monthly reports with Accountant for accuracy and understanding Make sure that your company is set up accurately with all states, counties, and cities as necessary Make sure that your company has all licenses, permits, resale certificates, sales tax approval and business tax receipts as necessary Report sales and receive payments per QBO workflow (if applicable) Keep/upload receipts and documentation to backup your business transactions Tax Services: To complete your tax engagement, I need you to adhere to the following: Complete all steps in the workflow Answer all organizer and follow-up questions, as necessary Provide POA access when needed Provide all tax documents when requested

Absolutely not. I have clients that have come to me with a tax accountant already and have maintained that separate arrangement between tax accountant and bookkeeper. I have also referred clients to my network for a better fit tax return preparation experience. Overall I care that your books and taxes are in order and it takes a village to do so. If I am the best fit, I will be happy to proceed with completing your return.

Pricing is based on the services selected per your engagement letter. As a CFO level Accountant and Tax professional, my range of service is wide. Different engagements call for different pricing. When a project is out of scope, do expect a separate fee. I strive to provide accurate information and professional services. Due to the amount of continuing education, different software’s, and various phone calls to different agencies, I do charge separately for services not within the scope of your current engagement letter.

Yes. What matters to me most is that you are staying on top of your company reports and that you are happy with the team providing the service to you. I will be sad to see you go, but if you wish, we require a 30 day written notice.

Yes. While I love working with my clients, in order to provide seamless services to clients across the board, I need to be able to perform my jobs and duties while remaining compliant and ethical. If a client is not providing information when needed, requesting that I do something that is not legal or ethical, or not following the client responsibilities, I will have no choice but to disengage/or deny working together.

While our focus is the business owner, we do also serve individual tax clients nationwide. See our Tax Services page.