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Schedule a consultation or ask a question. We typically respond within 24 hours.
Schedule a consultation
Tell us about your accounting needs. We'll recommend the right services and next steps.
Phone
+1 (555) 000-0000Address
123 Tech Boulevard, Suite 100
San Francisco, CA 94105
Common questions
When should I file my tax return?
Individual returns are due April 15 (or the next business day). Extensions are available until October 15. We recommend filing early if you expect a refund, or by the deadline if you owe.
Do you offer free consultations?
Yes. We offer a complimentary 30-minute consultation to discuss your needs and determine if we're a good fit. For complex situations, we may recommend a paid discovery session.
What documents do I need for tax preparation?
W-2s, 1099s, investment statements, business income/expense records, prior year returns, and any correspondence from the IRS. We'll provide a customized checklist after our initial meeting.
How do you charge for services?
Tax preparation: fixed fee based on complexity. Audit and advisory: hourly or project-based. Bookkeeping: monthly retainer. We provide written estimates before starting any engagement.