Frequently Asked Questions

We offer a range of services including tax planning and preparation, bookkeeping, business consulting, financial planning, and business formation. Our goal is to help you save time, stay compliant, and mitigate taxes so you can focus on your goals. Click the 'Services' in our Menu to get started on any specific service you'd like.

Yes, we serve clients throughout the U.S. and internationally. Click here to check out our Google Reviews.

We have experience working with a diverse range of industries, including law, human resources, photography/videography, real estate, trucking, manufacturing, and more. Click here to check out our Google Reviews.

You can schedule a free 15-minute virtual introduction meeting with us through our website. During this meeting, we will discuss your individual and business goals to see how we can best help you. If you’ve already had a free consultation, click here to book a 15 or 30 min Quick Consult, or contact us by scrolling down and completing the Contact Form if you’d like a longer consultation.

It depends on which services you’d like! Click the 'Services' in our Menu to get started on any specific service you'd like. If you're interested in bookkeeping, CFO, or a mix of services, book a free virtual introduction meeting. Our process includes an initial virtual introduction meeting, followed by a customized Service Package based on your needs. Once we agree on the Service Package and price, we will sign an Engagement Letter and get to work.

Processing times for tax returns are typically completed within one week of receiving all necessary documents and information. Wilsandra will clearly communicate the processing time for tax returns and any other services at the start of the project.

Our pricing is based on the specific services you need. We offer both fixed and hourly priced services, and we will clearly communicate pricing ahead of time. Explore all of our Services by clicking on 'Services' in our Menu for more information.

We use secure, cloud-based software to manage your financial information and ensure that all data is protected with the highest level of security. Click here for our Privacy Policy.

Yes, we are a Certified QuickBooks ProAdvisor and offer QuickBooks setup, training, and support. However, we are not limited to QuickBooks and are open to working with whatever software our clients are using.

No, we are not limited to QuickBooks. We are open to working with whatever software our clients are using. Our goal is to provide the best service possible, tailored to your specific needs and preferences.