How do I know which service I need?

Start with what's pressing — a deadline, a notice, messy books, or a planning question. If you're unsure, choose 'General Question' on the contact form and a senior advisor will point you to the right engagement within one business day.

What is the best way to get started?

Book a free 30-minute consultation. We'll listen, share an initial point of view, and outline what's worth doing next. There's no obligation to engage.

Do you require an appointment?

Not for initial outreach. Submit the contact form or call us. For substantive conversations we schedule a consultation so the right advisor is on the call.

What happens during a discovery call?

A 30-minute conversation where we listen first, ask clarifying questions, and share any quick wins we see. If a longer engagement makes sense, we scope it transparently with a flat fee.

Is the consultation complimentary?

Yes. Initial consultations are free and carry no obligation. If we're not the right fit, we'll tell you and refer you accordingly.

What should I prepare before booking?

Nothing formal. A short summary of your situation is plenty. If you have a recent return, IRS notice, or P&L handy, it helps but isn't required.

What documents should I gather?

For individuals: W-2s, 1099s, brokerage statements, mortgage interest, and any K-1s. For businesses: closed books, payroll summaries, and prior-year return. We share a tailored checklist after intake.

Can you prepare both business and personal returns?

Yes. Most business-owner engagements bundle both so the entity and owner returns stay coordinated.

Do you help clients who are behind on filings?

Yes. We routinely handle 2–5 years of unfiled returns. We prioritize IRS exposure first, then state filings, and coordinate payment options if balances are owed.

Do you handle multi-state returns?

Yes, including residency allocation for remote workers and apportionment for businesses operating in multiple states.

Can you file an extension?

Yes — federal and state extensions, with a payment estimate to avoid underpayment penalties.

How is tax planning different from tax preparation?

Preparation is the historical filing — what already happened. Planning is the forward-looking strategy that changes what you'll owe before the year closes.

When should tax planning happen?

Ideally early in the year and again in Q4. Major events — selling a business, an equity event, a large bonus, real estate transactions — should trigger a planning conversation immediately.

Is tax planning only for business owners?

No. High-income earners, real estate investors, and households with equity comp (RSUs, ISOs, NSOs) benefit just as much. We work with both individuals and businesses.

Do you help with S-corp election decisions?

Yes — we model the S-corp math, set reasonable compensation, and run payroll through year one.

Can you help if my books need cleanup?

Yes. Most cleanup engagements are completed within 2 to 6 weeks depending on the months involved. We then transition into ongoing monthly bookkeeping if desired.

Do you support payroll coordination?

Yes. We work with Gusto for most clients and support ADP and Rippling for larger or more complex teams.

How often should bookkeeping be reviewed?

Monthly for active businesses. Reviewing books quarterly or annually usually causes year-end surprises and missed tax planning opportunities.

Which accounting software do you support?

QuickBooks Online and Xero primarily. We can convert from desktop QuickBooks or Wave during onboarding.

What should I do after receiving an IRS notice?

Don't ignore the deadline on the letter. Send us a copy through a secure channel and we'll triage it within one business day and outline next steps.

Can you help if I do not understand the notice?

Yes. Many notices look alarming but have routine responses. We translate the letter, confirm what's actually being requested, and handle the response on your behalf.

How quickly should I act?

Most IRS notices have a response window of 30 days or less. Acting within the first week preserves the most options — including penalty abatement and payment alternatives.

Can you represent me before the IRS?

Yes — our team includes Enrolled Agents and CPAs with unlimited practice rights before the IRS.

Can you help with payment plans or Offer in Compromise?

Yes. We negotiate installment agreements, currently-not-collectible status, and prepare OICs when the math supports it.

When do I need a fractional CFO?

Usually between $1M and $25M in revenue, when financial decisions are getting complex but a full-time CFO doesn't make sense yet.

Are you fiduciary financial advisors?

Yes — our planning engagements are fee-only with no incentive tied to product sales.

Do you manage investments?

We focus on planning and tax. We coordinate with your investment advisor or refer you to vetted partners.

How do you onboard remote clients?

A short intake, a kickoff video call, and secure document exchange. Most clients are fully onboarded within one to two weeks.

How are documents exchanged securely?

Through an encrypted client portal with multi-factor authentication. We never ask for tax documents over email.

Do you work with clients outside Georgia?

Yes. While we're headquartered at 279 W Crogan St in Lawrenceville, GA, we support clients nationwide through secure remote collaboration.