Frequently Asked Questions
The questions we hear most from owners thinking about working with us.
Do you work with clients outside of New York?
Yes. We’re a remote firm serving clients in all 50 states.
Do I need to come into an office?
No. Everything is handled remotely — document upload, calls, and filing — so you can work with us from anywhere.
Will I have a dedicated contact, or will I get bounced around?
You’ll have one main point of contact who knows your file, backed by a small, consistent team — not a call center and not a different preparer every season.
Do you handle both individual and business returns?
Yes. We prepare individual (1040), business (1065/1120/1120-S), estate and trust returns, and multi-state filings.
Can you help if I operate in more than one state?
Yes. Multi-state filing is one of our specialties, whether that’s 2 states or a dozen.
Do you handle foreign filings?
Yes. If you own a foreign business, hold foreign bank accounts, or have other international financial interests, we handle the required filings — including foreign corporation reporting, foreign bank account reporting (FBAR), and other international compliance forms.
What if I’m behind on filings from prior years?
We can help you catch up. Let us know where things stand and we’ll build a plan to get you current.
I got a letter from the IRS or my state — can you help?
Yes. We handle notice response, penalty abatement requests, and audit representation on your behalf.
Do you just file my return, or do you help me plan ahead?
Both. Beyond filing, we build an estimated tax payment schedule and offer year-round planning so you’re not surprised at tax time.
How do I send you my documents?
Through our secure client portal — not email or text — so your information stays protected.
What if I don’t know what forms apply to my situation?
That’s normal — most clients don’t. We’ll figure it out together during your onboarding call.
How much does it cost?
Pricing depends on your filing complexity — number of states, income types, and forms needed. We offer starting rates for common situations, with custom quotes for anything beyond that. View pricing
