Frequently asked questions
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What types of clients do you serve?
We work with individuals, families, small businesses, startups, real estate investors, independent contractors, nonprofits, and retirees. Whether you need personal tax help or full-service business accounting, we provide tailored financial solutions for every stage of life and business.
Can you help with major life events or financial changes?
Yes. We provide tax and financial guidance for life events such as marriage, divorce, new dependents, home purchases, job changes, inheritance, and retirement. Our team ensures you understand the tax implications and make informed decisions.
Is the initial consultation free?
You can schedule a consultation to discuss your accounting or tax needs, review your financial goals, and learn how our services can help. It’s the best first step to understanding your options.
Do you offer year-round accounting support or only tax filing?
Yes, we provide year-round CPA support. Unlike firms that only appear during tax season, we offer ongoing guidance for tax planning, bookkeeping, payroll, quarterly filings, and financial decision-making.


