Tax & Accounting Consultation
Book a planned session with our team for your specific tax and accounting questions.
- One-on-one session
- Written summary
Topics such as entity choice, S-Corp evaluation, estimated taxes and international reporting require individual review. Sessions are scheduled in advance by appointment; out-of-scope advisory requests are billed at $100 per hour.
No Need to Email Your Documents
In your client portal you see exactly which documents are needed, upload them securely, track any missing items and message our team over an encrypted connection. Completed documents are stored and organized by year.
Your Own Checklist
Only the documents that apply to you are requested.
Live Status
See exactly where your file stands.
Encrypted Vault
Sensitive documents protected with AES-256.
FAQ
How is consulting billed?
Our bookkeeping packages include a standard amount of support. Phone calls exceeding 1 hour in total per month, out-of-scope advisory requests, custom financial analysis and additional support are billed at $100 per hour. Planned calls are scheduled in advance by appointment.
Requirements vary by person and company. The information on this page is general and is not individualized legal or tax advice.
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