New Client FAQ

We provide tax planning and preparation, bookkeeping, payroll support, financial statement preparation, business consulting, and IRS representation. We commonly work with startups, real estate investors, and medical practices.

Schedule an initial consultation through our website or call us directly. We’ll discuss your goals, gather key details, and outline the next steps.

Yes. We offer both virtual and in-person meetings based on your schedule and preferences.

A cloud-based firm is built for speed and convenience: secure uploads, e-signatures, and streamlined communication—so you can access documents and updates anytime, anywhere, without sacrificing CPA-level expertise.

A CPA provides more than data entry. We focus on strategy, risk management, and long-term planning—especially for complex situations. We can also represent you before the IRS if issues arise.

We provide a tailored checklist after the initial consultation. Common items include:

• Individuals: W-2s, 1099s, prior-year returns, mortgage interest, investment summaries.
• Businesses: income/expense records, payroll reports, and 1099s issued.

Yes. We specialize in proactive tax planning—optimizing deductions, credits, entity strategy, and timing to reduce taxes and avoid surprises.

We provide IRS representation and help manage communication, documentation, and resolution strategy so your case is handled professionally.

Yes. We support entity selection, registration coordination, accounting setup, and tax planning so your business starts with a clean structure and compliant processes.

Yes. We advise on tax-advantaged options such as SEP IRA, Solo 401(k), and Roth strategies to support your savings goals.

Most clients use QuickBooks Online or Xero. We can help with setup, cleanup, and best practices so your books stay reliable.

Our hourly rate is $150. Tax preparation fees depend on complexity. For ongoing bookkeeping and advisory, we also offer monthly packages. We provide a clear scope and quote after the initial consultation.

Yes. We offer flexible payment options for qualified clients.

Yes. We help real estate investors optimize depreciation, repairs, property taxes, and overall rental reporting—including multi-property portfolios.

Yes. We can coordinate tax-side planning and documentation support to help you pursue 1031 deferral properly.

Yes. We calculate estimated payments and help you plan cash flow so you stay compliant and avoid penalties.

Yes. We provide tax and accounting services for estates and trusts and help coordinate planning considerations with your attorney.

Yes. We assist with cross-border income and reporting, including areas such as foreign tax credits and informational disclosures (e.g., FBAR/FATCA when applicable).

我们提供税务规划与报税、簿记/记账、工资薪资支持、财务报表整理、商业咨询，以及 IRS 代表服务。我们尤其擅长服务初创企业、房地产投资者与医疗相关行业。

您可以通过官网预约初次咨询，或直接致电联系。我们会了解您的目标与现状，并说明下一步需要哪些信息与流程。

可以。我们提供线上与线下两种方式，方便您按时间安排选择。

云端模式更高效：安全上传、电子签署、线上沟通与流程自动化，让您随时随地查看资料与进度，无需频繁到办公室，同时保持 CPA 的专业质量。

CPA 不只是“填表”。我们提供的是策略、风险控制与长期规划，尤其适合复杂税务情况；如遇 IRS 审计或通知，我们也可作为代表协助处理。

初次咨询后我们会给您专属清单。常见资料包括：

• 个人：W-2、1099、上一年度报税表、房贷利息、投资汇总等。
• 企业：收入/费用记录、工资报表、发出的 1099 等。

可以。我们专注“提前规划”，通过扣除、抵免、实体结构、时间点安排等方式，降低税负并减少意外补税。

我们提供 IRS 代表服务，协助沟通、准备材料、制定应对策略，让流程更专业、风险更可控。

可以。我们可协助实体类型选择、注册流程协调、会计系统搭建与税务规划，帮助企业从一开始就结构清晰、合规高效。

可以。我们会从税务角度协助您选择 SEP IRA、Solo 401(k)、Roth 等税优账户策略。

多数客户使用 QuickBooks Online 或 Xero。我们可以协助搭建、清理与规范流程，确保账目可用于报税与决策。

我们的小时费率为 $150。报税费用会根据复杂度而定；簿记与顾问服务也提供月度套餐。初次咨询后，我们会给出清晰的范围与报价。

可以。符合条件的客户可提供灵活的付款方案。

可以。我们帮助房地产投资者最大化折旧、维修、房产税等抵扣，并支持多套房产的申报与规划。

可以。我们可从税务端提供规划与资料支持，协助您更稳妥地完成递延安排。

可以。我们会计算预缴税并协助现金流规划，避免罚金与年底税负压力。

可以。我们提供遗产与信托的税务/会计支持，并可与您的律师进行协同配合。

可以。我们支持跨境收入与申报需求，包括外国税收抵免及相关信息披露（如适用 FBAR/FATCA）。