The common questions.
Pricing, credentials, security, entity choice, and what to do about an IRS letter — sorted before you call.
Flat fees start at $350 for individuals and $1,200 for businesses; monthly bookkeeping starts at $350/mo. You get a clear, written quote before any work begins. We never tie fees to the size of your refund — Circular 230 prohibits it, and so do we.
No. Most clients work with us fully remotely — documents go through the secure portal and we meet by video. You’re also welcome at our Uptown Charlotte office any time.
Both can represent you before the IRS. A CPA is state-licensed with a broad accounting scope; an Enrolled Agent is a federally-licensed tax specialist. Our team includes both, so the right person handles your work.
It depends on your profit and how you pay yourself. We run a free entity analysis that shows the tax difference for your actual numbers — and handle the S-corp election if it makes sense.
Yes. We calculate your quarterly estimates, send a reminder before each due date with the exact number and payment link, and adjust mid-year if your income changes.
Absolutely, and the sooner the better. We pull your IRS transcripts, file any back years, respond to notices, request penalty abatement where it applies, and set up a payment plan or offer in compromise if you owe more than you can pay.
If you’re audited on a return we prepared, we explain it and stand behind our work as part of our audit-support guarantee. Full representation before the IRS is available through our Enrolled Agent and CPAs.
Yes. We use 256-bit encryption, multi-factor authentication, and a secure client portal — never email attachments for sensitive documents. We maintain a Written Information Security Plan and follow IRS Publication 4557 safeguards.