Are you accepting new clients?

We accept new clients on a limited basis, depending on availability and the scope of services requested. All new inquiries are reviewed to ensure a good fit before engagement.

What types of clients do you work with?

We primarily work with individuals and small to mid-sized businesses who value accuracy, clear communication, and organized documentation. Many of our clients are long-term relationships built on trust and consistency.

Do you offer free consultations?

We do not offer free consultations. Any consultations or services provided are subject to scope review and engagement terms.

What services do you provide?

Our core services include:

• Individual and business tax preparation

• Accounting and bookkeeping support

• IRS and state tax notice and audit representation

• Business entity setup and compliance support

What services do you not provide?

To maintain focus and quality, we do not offer:

• Legal services

• Investment or wealth management services

• Financial product sales

• Guaranteed tax savings or aggressive tax planning

If you are unsure whether your needs fall within our scope, you may contact us for clarification.

How do I get started?

New clients should begin by reviewing our New Client Information page and submitting a brief inquiry through our Contact form. If our services appear to be a good fit, we will follow up with next steps.

How do you communicate with clients?

We communicate primarily through secure online systems, email, and scheduled calls as needed. Clear and timely communication is important to us, and we ask clients to respond promptly when information is requested.

Do you work with clients outside of California?

Yes. While we are based in San Francisco, we work with clients both locally and nationally using secure online systems.

What are your fees?

Fees vary depending on the type and complexity of services provided. Pricing and scope are discussed in advance, and an engagement letter is required before work begins.

What information will you need from me?

Required information depends on the services requested. Generally, clients are responsible for providing complete and accurate documentation in a timely manner. Detailed requests will be provided during onboarding.

What happens during busy tax season?

During peak tax season, response times and turnaround times may be longer due to volume. We encourage clients and prospective clients to reach out early to ensure availability.

Do you provide year-round support?

Yes. While tax season is our busiest period, we provide accounting and tax-related services year-round based on availability and engagement scope.

If you have additional questions not addressed above, please contact us through our inquiry form.