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Yes, we prepare individual tax returns for our business clients as part of their overall tax service needs. We specialize in serving business owners and real estate investors and do not offer standalone individual tax preparation.

Our services are customized based on your needs and the complexity of your situation. Tax-focused accounting starts at $600 per month, while tax planning and advisory engagements are priced according to their scope.  During your discovery call, we'll discuss your needs and the appropriate services before providing a proposal.

Our complimentary 30-minute discovery call is an opportunity to learn about your business, discuss your needs, and determine whether we're a good fit. You'll complete a brief questionnaire when booking to help us prepare for our conversation.  Detailed tax analysis and strategy recommendations are provided through paid engagements.

We exclusively use QuickBooks Online for accounting to ensure accurate and efficient financial management. For client collaboration, we use the Canopy Client Portal, a secure platform where you can access and upload information, exchange and sign documents, track projects, and conveniently pay your invoices. 

We don't process payroll directly, but we work with your preferred payroll provider to ensure payroll transactions are accurately recorded and reconciled in QuickBooks Online.

If you don't have a payroll provider, we can help connect you with one.

No. Proactive tax planning is a separate advisory service focused on identifying potential tax-saving opportunities and developing strategies tailored to your situation. Tax preparation focuses on accurately reporting your financial activity and filing your returns in compliance with applicable tax laws.

Turnaround times depend on the complexity of your returns and when we receive all required information.  To allow sufficient time for a thorough review and preparation, we establish document submission deadlines for each engagement. Information received after the applicable deadline may be subject to additional fees, and timely filing cannot be guaranteed.

For recurring services, payments are automatically debited via ACH on the first of each month.  Payment terms for one-time engagements vary depending on the scope of services and are clearly outlined in your engagement letter before work begins.