Frequently Asked Questions
Who will I talk to after getting started?
Tax planning clients work directly with Kami throughout the year on tax strategy & implementation.
How will we share documents?
To organize and share documents electronically, our office utilizes a secure web based client portal.
Do I need an internal team in place as well?
For most business operations, we can eliminate the need for an in-house bookkeeper with experience & efficiency.
How Are You Different Than A Tax Preparer?
As a Certified Tax Coach & licensed Certified Public Accountant, we provide tax reduction strategies & year-round advisory, putting the tax code on your side.
Do you prepare & file my business and personal tax returns?
Yes, tax planning clients with our firm recieve tax return preparation & filing as part of their personalized tax plan.
What’s the minimum income amount that you work with?
Typically, our tax planning services are best suited for business owners & individuals earning $250k annually or more.
Do you also do my business accounting?
Yes, tax focused business accounting is a key part of our comprehensive tax strategy service.
Do You Serve My Particular Industry?
Most likely, contact us with additional questions. We can help business owners & individuals earning more than $250k annually to reduce their tax liabilities.