Which states do you work with?

We work with clients in all 50 states. Because we are a fully virtual firm, your location never limits the tax planning, advisory, or bookkeeping support you can get from us. If you run a business or file taxes anywhere in the U.S., you are eligible to work with us today.

Is an in-person visit required?

No in-person visit is required. We are a virtual firm by design, so the entire relationship, from your first call to document sharing and year-round planning, happens securely online. That means you get a dedicated CPA on your schedule, without the drive, the parking, or the limited office hours of a local firm.

I am a missionary or work overseas. Can you still handle my U.S. taxes and filings?

Yes. We regularly serve U.S. missionaries, overseas workers, and nonprofits that are based in the States but operate around the world. We understand the issues that come with serving abroad, things like the foreign earned income exclusion, housing for missionaries, and keeping your U.S. and overseas obligations straight, and we coordinate it all from one place. No matter where in the world you are serving, you can work with us entirely online and stay fully compliant back home.

How are your engagements priced?

Our engagements are priced as flat, predictable packages, so you will never get a surprise bill or be charged for every phone call. Pricing depends on the complexity of your situation, which is exactly what we map out together on your call. You will get a clear, written quote before you commit to anything. Book a Discovery Call and you will get access to our full pricing page right away.

Can you handle my personal, business, and ministry taxes together?

Yes. We bring your personal taxes, your business, and your ministry under one roof, with one team that already understands how all three connect. Instead of one person for your return, another for the books, and a separate accountant who does not understand church and ministry rules, you get a single firm that sees the full picture and plans across all of it. That means fewer handoffs, no conflicting advice, and a strategy where every piece is working together.

How do you protect my information?

Protecting your information is something we take seriously. As a fully virtual firm, security is built into how we operate, so your personal, business, and ministry records are shared and stored through encrypted, secure systems, never loose email attachments or unprotected files. You stay in control of your documents, and we treat the sensitive details of your finances and your ministry with the confidentiality they deserve. When you are ready, book your call below and we will walk you through exactly how it works.

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