Frequently asked questions

All recurring services have set monthly prices for the year. This pricing is based on the value of those services and the estimated time it takes to complete them each month.

One-time project services will be charged per project, with the cost determined at the beginning of the engagement.

You won’t be charged surprise hourly fees; we don’t track our hours like typical firms! Any changes in pricing will be discussed with the client well in advance.

Yes! We do prepare simple to moderately complex tax returns.

If we are unable to prepare your tax return we can refer a partner firm to prepare your returns. Or we can happily work with your existing tax accountant to make the tax season as stress-free as possible.

CJ is a Certified Public Accountant and has over a decade over experience preparing 1040,1065,1120S, and 990 tax returns.

We do not run payroll; however, we have multiple payroll/HR support contacts who can run payroll for you. We can help integrate their services properly with your accounting software.

We use Quickbooks Online for all clients. We can migrate your books over to QBO or do a fresh setup for you.

For tax we use ProSeries.

We are based on the East Coast, but we service businesses anywhere in the United States!