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Whether you’re an individual or a business owner, taxes are a fact of life, but when you work with an accounting firm like ours, our dedicated team of tax and accounting professionals makes sure that you have one less thing to worry about.
We offer a variety of accounting, consulting, and tax services. Each client’s needs are unique and can change over time. We base our pricing on the services that are necessary to our client’s success, so each package is custom tailored and can be changed as needs change.
We pride ourselves on providing the best service possible to clients, not price gouging/penny pinching. Our goal is a successful long-term relationship, not ‘burn and churn’. As with most things in life, you get what you pay for, and our clients know they are receiving excellent service for fair a price.
Please schedule a consultation so we can discuss how we can help you.
Our normal business hours are Monday – Friday, 9am to 5pm. During tax season (January – April), we do have evening and weekend hours. We offer virtual meetings (Zoom) and in-person meetings in our Fairfax office. We do accept walk-ins for dropping off or picking up documents, but you can also use our secure client portal system. To schedule a meeting, you can use our Calendly links located in our email signatures, call the office at your convenience, or email us anytime.
We do not recommend sending documents or personal information via email. Every client is given a private client portal that is secure. You can use the portal to upload documents, send messages, and electronically sign documents. We also use the portal to share PDF copies of your tax returns and other documents. We do still provide paper copies of tax returns when requested, which can be mailed to you or picked up at our Fairfax office.
Our goal is to respond to emails/phone messages within 24 hours. Due to the volume of communication received during tax season, that time is extended to 48 hours.
Email is usually the best way to reach out to our team members. We request that all emails have at least two team members included, unless it is a
specific/private matter that you are not comfortable sharing with other team members. This ensures that it is seen by more than one person, so if
someone is unavailable (meetings/vacation/sick), your communication is still addressed in a timely manner.
If you have not received a response to your phone call or email within 24-48 hours, please reach back out. It is never our intention to not respond timely, but sometimes things do get backed up, so giving us a friendly reminder is encouraged!
There is an onboarding phase for bookkeeping clients that usually involves 2-3 virtual meetings to establish processes; get
view-only access to bank/credit card/loan accounts; access to payroll providers for reports; and complete the QBO setup.
When we are not able to establish view-only access to the necessary accounts for bookkeeping, we send an email at the beginning of each month to remind clients to provide the statements needed.
Each month we also request information regarding unknown/uncategorized transactions; possible new/disposed assets; abnormal changes in the financial transactions; new loans; etc.
For returning clients, we send out a client organizer in January. The organizer shows what your prior year activity was to help guide you in gathering the necessary source documents. There is also a questionnaire to help identify significant changes and other information that could affect your tax preparation. We require all clients to fill out the paper copy or complete the electronic version through your client portal.
If you are a new client, we require a copy of your prior year federal/state tax returns, as well as all current year source documents. We will use the
prior year information to prepare a list of items that we could be missing. New clients are also required to complete a client organizer/questionnaire.
Businesses that pay for certain services are required to issue a 1099-Misc, 1099-NEC, and/or a 1099-Int annually to the
person/company that received the payment.
The requirement to issue a 1099 can vary depending on the type of service; the type of entity that was paid; and the amount that was paid.
When in doubt, it is best to issue the 1099.
It is also highly recommended that you request a Form W-9 from all service providers prior to paying them! This makes filing the required forms by the January 31 deadline more efficient and avoids the possibility of people refusing to provide the information later, or being
unable to track the person down later.