Frequently asked questions

Typically, you'll want income documents (such as W-2s and 1099s), records of deductible expenses, last year's tax return, and identification. After your consultation, we'll send a checklist tailored to your situation.

Yes. In addition to individual tax returns, we offer business tax preparation, bookkeeping, payroll services, and small business consulting.

Fees depend on the scope and complexity of your needs. We'll discuss pricing with you during your consultation, before any work begins.

Reach out and tell us about your situation. We'll review what's needed and talk through the options for getting you caught up.

Yes. Bookkeeping and payroll can be set up as recurring services to keep your records current throughout the year. We'll recommend a schedule that fits your business.

Fill out the consultation request form or call us at (401) 285-1627. We'll be in touch to learn more about your needs and set up a time to talk.