FAQ
Questions clients ask us
Cannot find your answer? Call or email us, we are happy to help.
When are the main tax deadlines?
It depends on your situation and where you live. In the US, federal returns for individuals are usually due in mid-April, and many businesses also have quarterly estimated tax, sales tax and payroll dates. When you join, we list your own deadlines and remind you before each one.
How do I switch from my current accountant?
Tell us, and we do most of the work. With your permission we ask your previous accountant for your records and recent returns, set up your software and agree a start date, so nothing falls between the two.
How much do your services cost?
Most clients pay one fixed monthly fee based on their transactions, payroll and filings. You get a written quote after the free consultation, and we agree any extra work with you before we start it.
What should I bring to the first meeting?
Your last tax return, recent bank statements, any letters from the tax office and a rough idea of your income and costs. If you do not have everything yet, come anyway.
Can we work together online?
Yes. Many clients never need to visit: we meet by video, share documents through a secure portal and sign returns electronically.
Is the information on this website financial advice?
No. Articles and examples on this site are general information only. Tax rules change and depend on your circumstances, so speak to us or another qualified adviser before you act.
Ready to hand over the numbers?
Book a free 30-minute consultation. We look at where you are and what is due, then send you a fixed quote.
No obligation. Information on this website is general and is not financial advice.