Frequently Asked Questions

Be In The Know

What are your service fees?

My fees are based on scope and complexity; not a one-size-fits-all price list. After a brief discovery call and a quick review of your situation, I’ll provide a clear written estimate (fixed-fee when possible) and confirm everything in an engagement letter before work begins.

Do you offer virtual services—and how do I share documents securely?

Yes. I work with clients both in-person and virtually, and I keep the process straightforward and secure. We can meet by phone or video conference as needed, and you’ll have access to a secure client portal to exchange documents, upload large files (including accounting backups), and retrieve finalized deliverables (returns, financial statements, workpapers) in one place.

How long should I keep my tax records for?

As a rule of thumb, keep most tax records for at least 3 years after the return is filed. Certain situations require longer retention