FAQ's
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What is an Enrolled Agent?
An Enrolled Agent is a person licensed by the federal government to represent taxpayers before the Internal Revenue Service. Enrolled agents are able to advise, represent, and prepare tax returns for individuals, partnerships, corporations, and more.
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How much do your services cost?
Our services are catered to each individual’s needs and wants. Therefore, we can provide a baseline cost until we have the opportunity to sit down and understand your specific financial goals.
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How long does your process take?
Each person has a unique situation that we evaluate in order to provide them with the best solution. As a result, we can project a time-line and update you throughout the process so you stay well informed of our progress.
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What is a ProAdvisor?
A QuickBooks ProAdvisor is someone who is trained in, and can teach you about the installation, setup, payroll, reporting, and other functions of the software. They are able to help answer your questions about the software and help your business understand the reports.
What are advisory services?
A partnership between you, your tax professional and financial coach to establish your current and future financial position.
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