Questions, answered.

Yes. We prepare individual and business tax returns and provide ongoing accounting and payroll services for businesses. The specific engagement depends on your needs.

Depending on the engagement, services may include bookkeeping, reconciliations, monthly financial reports and cleanup of earlier periods. We confirm the scope before starting.

We review your payroll schedule, employee records and filing needs, then establish the processing responsibilities and timing covered by your engagement.

Tax preparation and filing are core services. Planning or additional advisory work can be discussed separately and included when agreed in the engagement scope.

Submit a consultation request. We will follow up to discuss your needs, the records involved and the next steps. Please use the secure client portal for sensitive documents after onboarding.

No. We can prepare returns using records maintained by you or your outside bookkeeper, subject to our agreed review scope.

We can review the periods that need attention and define a cleanup scope before beginning.

After onboarding, use the secure TaxDome client portal. Do not include Social Security numbers, tax records, bank account numbers or other sensitive records in the public inquiry form.