Frequently Asked Questions

How does a "virtual" tax firm actually work?

We operate 100% remotely, which means you get high-level expertise without ever having to visit an office. We use secure, modern tools for all our interactions:

• Secure Client Portal: You'll upload all your tax documents, letters, and financial data to a private, encrypted portal. This is far more secure than email.

• Video & Phone Calls: We conduct all our consultations and strategy sessions via secure video conference or phone.

• Digital Signatures: All necessary forms and returns are signed electronically.

You get the same (or better) level of service and expertise as a traditional firm, but with the convenience of accessing us from anywhere.

What is the process to get started?

It's simple:

1. Book a Consultation: Use the "Schedule Your Consultation" section on our site to get in touch with us to schedule a time to talk.

2. Brief Discussion: This initial 15-minute call is for us to understand your situation, challenges, and goals.

3. Receive a Plan: After the call, we will outline a clear service plan and provide a flat-fee quote for your approval. There is no obligation.

How much do your services cost?

Our fees depend on the complexity and scope of the work.

• For Tax Resolution & Audit Support: We typically work on a flat-fee basis, quoted in advance. This is based on the forms required, the years involved, and the complexity of your case. You will know the full cost before we begin.

• For Tax Compliance & Accounting: These services are generally a fixed, recurring monthly or annual fee.

We do not use "billable hours" for resolution cases, so you never have to worry about a surprise bill. We provide a clear quote and engagement letter after your initial consultation.

Who is your typical client?

We are a great fit for:

• Individuals or business owners who have received a notice from the IRS or state and need expert representation.

• Small business owners (S-Corps, Partnerships) who need a reliable, expert partner for their tax, bookkeeping, and accounting.

• Individuals with complex tax situations (e.g., high net worth, multiple investments, real estate, equity compensation) who have outgrown basic tax software.

Do you only handle tax problems, or can you also do my regular tax returns and bookkeeping?

We are a full-service firm! While we specialize in high-stakes resolution and audit support, that expertise makes us even better at proactive compliance. We provide:

• Tax Return Preparation (for individuals and businesses)

• Comprehensive Tax Planning

• Bookkeeping and Financial Reporting

We find that our most successful clients use us for both their compliance and planning, allowing us to build a year-round strategy.

I received a notice from the IRS/state. What should I do first?

First, don't panic. Second, do not contact the IRS or state agency yourself. Trying to handle it on your own can sometimes lead to you revealing information that hurts your case.

Your best first step is to contact a qualified professional. Schedule a consultation with us, and upload a copy of the notice to our secure portal. We will review the letter and explain your options before any communication is made with the tax authority.

You're a virtual firm. Can you still represent me before the IRS even if I'm in a different state?

Yes, absolutely. We are federally licensed to represent clients before the Internal Revenue Service in all 50 states. Tax resolution and audit representation for federal issues are not limited by state lines. We can also handle most state-level tax issues remotely.

Is your virtual process secure? How do I know my financial data is safe?

Security is our top priority. We never transmit sensitive documents (like tax returns or bank statements) over standard email. We use a bank-level encrypted (256-bit) client portal for all document sharing. This secure platform is the only place we will ask you to upload your files, ensuring your personal and financial data is protected.