FAQ

  • How do I know that I am ready to outsource my books?

    You are ready if you answer yes to the following:

    1) your bookkeeping is constantly behind

    2) taxes stress you out

    3) you can not afford for your business to fail

    and you wouldn't mind some extra time!

  • I already have a bookkeeper or accountant... can I still sign up for Advisory Services?

    Absolutely... but we need up to date correct numbers to do our planning and to give you the most accurate answers. We can guarantee that our numbers are correct and up to date.

  • What if I have questions throughout the month?

    You can always reach our team through our app. A team member will address your message within 24 hours.

  • Why should I think about taxes year round?

    Even though taxes are due once a year, it is wise to always be being for them, especially if you are making a profit.

  • What is an Enrolled Agent?

    An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. They are commonly known as “America’s Tax Experts”

  • Why doesn't my current tax preparer offer these services?

    Tax preparation is completely different than tax planning and strategy. Most tax preparers are seasonal, only working during the tax season. Tax planning and strategy is a year round process and more in depth than a once a year tax appointment.