Frequently Asked Questions

What services do you offer?
We provide tax preparation, bookkeeping, payroll, and business advisory services for individuals and businesses.

Do you offer phone consultations?
Yes, we offer secure phone meetings for your convenience.

Do you only service people in the state of Colorado?
No, we can help you no matter which state you’re in.

What kind of businesses do you service for tax preparation or otherwise?
We work with a wide range of businesses, including small businesses, partnerships, corporations, and self-employed professionals across various industries.

How do you structure your fees?
Our fees are based on the complexity of your needs. We offer hourly pricing

Is the initial consultation free?
Yes the first 30 minutes are free, after that the initial consultation is billed at our standard hourly rate. Please contact us for details.

How do you keep my financial information secure?
We use encrypted systems and comply with FTC Safeguards Rule and AICPA confidentiality standards.

Do you file extensions if needed?
Yes, we can file extensions on your behalf

Do you offer online portals for clients?
Yes, we provide a secure client portal for document sharing and communication: SmartVault.

Can I sign documents electronically?
Absolutely. We use e-signature tools for convenience and security