General Info & FAQ

1 

What We Do

• Individual & business tax preparation

• Year - round tax planning and advisory

• IRS/state representation & resolution

• Bookkeeping, payroll, and business support

2

Our Process

• Schedule consultation

• Document collection & review

• Strategy + preparation

• Filing, follow-up, and ongoing support

3

Who We Work With

• Individuals & families

• Small businesses & entrepreneurs

• Self-Employed & contractors

• Clients needing tax resolution or compliance support

4

FAQ

• Who will I be meeting with?

• Do you list pricing online?

• Do you work with both individuals and businesses?

• Who is tax preparation for?

• Does tax prep include planning?

• What documents do I need?

• Do you prepare previous years tax returns?

• Who is tax planning for?

• Is tax planning included in tax prep?

• Will I receive written recommendations?

• Do you guarantee IRS outcomes?

• How long does resolution take?

• Do I need a consultation first?

• How we handle "Quick Questions"

• Why isn't tax planning included in tax prep?

• Why do I need a consultation first?

• Why don't you list exact prices?

• Why can't I book directly with Bryan online?