Answers to the questions we hear most.

Yes. Every new client gets a complimentary 20-minute consultation to discuss your situation — no obligation, no pressure.

Call us, submit our contact form, or upload documents through the secure client portal. We'll respond within one business day to get started.

Absolutely. We work with clients across Ohio, Kentucky, Indiana and beyond via our secure client portal and phone/video meetings.

Most engagements are quoted at a flat fee after your initial consultation, so you know the total before we begin. Complex or ongoing work is scoped and priced clearly upfront.

For larger engagements, yes — we're happy to discuss payment options that work for you.

W-2s, 1099s, mortgage & property tax statements, charitable donation receipts, investment statements (1099-B/DIV/INT), K-1s, and last year's return. We send every client a personalized checklist.

Yes, we e-file nearly all federal and state returns for fastest refund turnaround.

Most personal returns are completed within 1–2 weeks of receiving all documents. Business returns typically take 2–4 weeks depending on complexity.

Yes — Ohio, Kentucky, Indiana and beyond, including city and RITA filings.

Yes. IRS resolution is one of our core specialties. We handle everything from small notices to audits, back taxes, wage garnishments and offers in compromise.

Once we file Form 2848 (Power of Attorney), the IRS communicates with us instead of you in nearly all cases.

You're not the first — and getting current is almost always better than staying silent. We help clients catch up on unfiled returns and negotiate manageable resolutions with the IRS.

In most cases, yes — often within days of engagement. We move fast when a garnishment or levy is active.

Yes, full-service payroll for small teams — direct deposit, tax filings, W-2s, 1099s and new hire reporting.

Yes, both Online and Desktop. We do setup, cleanup, training and ongoing monthly bookkeeping.

Absolutely. We advise on LLC, S-Corp, partnership and C-Corp structures based on your goals, income and long-term plans.