Frequently Asked Questions

We offer a wide range of accounting and advisory services, including individual and business tax preparation, small business bookkeeping, payroll services, business advisory, entity structuring, and compliance support. We provide ongoing financial guidance for entrepreneurs and families, serving clients in New Jersey and nationwide.

Starting with us is easy! Book a free 15-minute consultation to discuss your needs and pricing, or complete our secure client signup form to begin onboarding. Both options are designed to be simple, secure, and stress-free.

Your consultation is a no-obligation call where we will:

• Learn about your personal or business situation

• Discuss our tax preparation and bookkeeping services

• Answer your accounting and compliance questions

• Provide next steps and transparent pricing

Our fees vary depending on the complexity and type of service you need. During your consultation, we'll review your situation and provide clear, upfront pricing before any work begins.

We use a secure client portal powered by TaxDome, allowing you to:

• Upload sensitive documents securely

• E-sign engagement letters and forms

• Track the progress of your tax returns or bookkeeping work

• Communicate directly with our firm

This streamlined process protects your data while keeping everything organized and accessible.

Absolutely. Our portal uses bank-level encryption, and all financial and tax documents are stored securely. Protecting your data and confidentiality is our top priority.

Yes. Using Calendly, you can book a time that fits your schedule. Whether it’s for personal tax filing, small business accounting, or payroll support, online scheduling saves you time and avoids back-and-forth emails.

No. While tax preparation is a key service, we also offer:

• Small business bookkeeping in New Jersey

• Payroll services

• Business advisory and entity planning

• Ongoing accounting and compliance support

We provide year-round solutions, not just once-a-year tax filing.

Once you sign up, you'll receive a welcome email with your portal login, an onboarding checklist, and document requests. We'll begin with a discovery stage to confirm your details and present a proposal. After approval, we'll integrate you into our workflow. Most clients are fully onboarded within a few days.

We combine personalized service with modern technology. Enjoy fast, secure onboarding, transparent pricing, online scheduling, and encrypted document sharing. Our customized tax and accounting strategies simplify your financial life.

Yes—use the calendar to pick a time. We’ll discuss goals, systems, and the best fit.

Flat monthly pricing for ongoing services; fixed-fee quotes for projects like cleanup or tax.

Yes—catch-up bookkeeping is a common first step.

We’re based in Livingston, NJ and serve clients virtually nationwide.

We integrate your preferred payroll and keep the books in sync.

Primarily QuickBooks Online for security and collaboration.

Monthly close + quarterly planning; more frequently for advisory plans.

Yes—individual, S-Corp, partnership, and Schedule C.

Yes—individual and business multi-state returns.

Yes—we gather W-9s, determine eligibility, and file before the deadline.

We review, respond, and guide resolution so you’re not alone.

Yes—trades, NFTs, staking/mining income, and DeFi activity are reconciled and reported correctly.