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Plain answers to the questions we get most often. If yours is not here, the contact form below goes straight to the team.
Yes, with capacity caveats during peak tax season (mid-February through April 15). For business advisory and valuation work we onboard year-round.
No. Most of our clients are in Virginia, but we serve businesses and individuals across the country. Initial consultation, document exchange, and ongoing communication all work remotely.
A 30-minute discovery call to understand your situation, a written engagement letter with scope and fees, then onboarding into our document portal. Most engagements move from first call to first deliverable in 2 to 3 weeks.
Tax preparation is flat-fee based on return complexity. Bookkeeping is a monthly retainer. Advisory and valuation work can be flat-fee or hourly depending on scope. We quote in writing before work begins.
For individuals, by mid-March is comfortable. For businesses with March 15 deadlines (S-corps, partnerships), by mid-February. Earlier is better, especially in years when laws change.
Yes. We routinely file in 15+ states for our clients with remote workforces, rental properties, or income earned in multiple jurisdictions.
Extensions are routine and not a red flag. We handle the extension filing, project the estimated tax owed, and finalize the return on a schedule that works for you.
Yes. Our CPA and Certified Valuation Analyst credentials are admissible in Virginia state and federal courts, and we have testified in deposition and at trial.
It depends on document volume. A simple income-tracing analysis can be 2 to 4 weeks. A multi-year fraud investigation with bank statement reconstruction can run 3 to 6 months.
Yes. We routinely engage as the financial expert on a legal team, communicating directly with counsel under the attorney work product doctrine when appropriate.