Frequently asked questions

Schedule a free consultation by phone, video, or in person at our Stroudsburg office. We’ll discuss your situation, recommend a service plan, and give you a fixed quote. If it’s a fit, onboarding usually takes less than a week.

No — our office is in Stroudsburg, PA, but we serve clients across the country. Secure document sharing, e-signatures, and video meetings make working with us from any state seamless.

Ongoing services are billed at a fixed monthly rate agreed on up front — no hourly meters, no surprise invoices. One-time projects like tax returns, cleanups, or resolution cases are quoted as flat fees before work begins.

Yes, and it’s easier than you think. With your authorization we’ll request prior returns and records directly, review everything for missed opportunities, and manage the entire transition.

Prior-year returns, current-year income forms (W-2s, 1099s, K-1s), and records of major deductions or life changes. We send a personalized checklist so nothing gets missed — and you can upload everything securely.

If you earn significant income without withholding — self-employment, rentals, investments — probably yes. Underpaying triggers penalties. Try our quarterly estimates calculator for a ballpark, then let us fine-tune it.

No. Most notices are routine — a math adjustment, a document mismatch, a payment reminder. But deadlines in notices are real. Send it to us before you respond and we’ll tell you exactly what it means and handle the reply.

Yes — that’s a core service. We reconstruct records, file the missing years, and negotiate with the IRS on penalties and payment options. The sooner you start, the more options you have.

Transaction categorization, bank and credit card reconciliations, and monthly financial statements — delivered on a schedule you can rely on. Payroll coordination, invoicing support, and advisory can be added as needed.

Absolutely. Catch-up and cleanup projects are one of the most common ways new clients start with us. We quote a flat fee for the cleanup, then keep you current with monthly service.

Yes — setup, cleanup, training, and ongoing bookkeeping in QuickBooks Online and Desktop. See our QuickBooks services for details.

A bookkeeper records transactions. An accountant turns those records into accurate statements and filings. A CFO uses them to guide decisions — forecasting, pricing, and strategy. We provide all three levels, so nothing falls in the gaps.