Frequently asked questions.

It depends on your situation. At a minimum, bring any W-2s, 1099s, Social Security statements, and last year's return if you have it. Business owners should also have records of income, expenses, and asset purchases. We'll send you a preparation checklist when you schedule.

Yes. A large portion of our clients are small business owners — LLCs, S-corps, sole proprietors, and partnerships. We handle bookkeeping, payroll, business tax returns, and strategic planning for businesses at all stages.

Yes. We manage payroll tax deposits, quarterly 941 filings, and year-end W-2 and 1099 preparation. We also handle SUTA/FUTA filings and new hire reporting.

Yes. We see clients in person at our Cleveland, GA office and virtually for those who prefer remote meetings. Many of our clients handle everything remotely.

We primarily work with QuickBooks Online. If you're using something different, reach out and we'll let you know whether we can accommodate it or help you with a transition.

Bookkeeping is the day-to-day recording of transactions — categorizing income and expenses, reconciling accounts, keeping records current. Accounting uses those records to produce financial statements, file taxes, and support business decisions. We handle both.

Yes. If you need to correct a previously filed return — whether prepared by us or someone else — we can file an amended return (Form 1040-X for individuals, or the appropriate business form).

Year-round. Tax questions, payroll, bookkeeping, and planning conversations happen throughout the year. April is our busiest stretch, but we're accessible all twelve months.