Frequently asked questions.

1. What documents do I need to bring for personal income tax filing?

Bring W-2s, 1099s, prior year returns, Social Security numbers, identification, and any receipts for deductions/credits.

1. What’s the difference between an LLC, Corporation, and Sole Proprietorship?

An LLC provides flexibility and liability protection, a Corporation offers strong separation and tax benefits, and a Sole Proprietorship is simplest but has no liability protection.

Do you offer monthly bookkeeping for small businesses?

Yes. We provide complete bookkeeping services.

Do you provide year-round support or only during tax season?

We provide year-round accounting and advisory support.