Frequently Asked Questions

We provide a range of services, including tax preparation, business advisory, bookkeeping, payroll management, and business setup assistance for individuals, businesses, and clinicians. 

By transitioning to an S-Corp or LLC, you can unlock additional tax savings, separate personal and business liabilities, and create a more efficient structure for your growing business. 

Yes! We have extensive experience working with mental health professionals but also serve a wide range of industries, including small businesses, sole proprietors, and individuals looking to optimize their tax and financial strategies. 

Our bookkeeping services include monthly reconciliations, expense tracking, financial reporting, and ensuring your records are always accurate and up to date. 

Our business advisory services provide strategic guidance on financial growth, tax optimization, business structure, and long-term planning to help your business thrive.

To get started, we'll need your financial records, previous tax returns, and any relevant documents. We'll guide you through the process step-by-step to ensure accuracy and maximum savings. 

Yes, we handle payroll processing, ensuring your employees are paid on time and all payroll taxes are accurately filed and compliant with regulations. 

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