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Frequently Asked Questions

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Question 1: What is included in the Essential plan?

The Essential plan includes monthly bookkeeping, year-end profit and loss reports, and 1099 contractor filing. It's designed for businesses that want foundational tax-ready documentation.

Question 2: Do I need to choose a plan before booking?

No, you’ll select your plan preference inside the form. Our team will review your submission and confirm the best fit during your call.

Question 3: How does the AI strategy work in the Elite plan?

Our Elite plan uses advanced software to analyze thousands of tax-saving scenarios, tailoring a unique strategy to reduce your liability and boost your after-tax income.

Question 4: Are your services available nationwide?

Yes. We serve businesses across the United States using secure, cloud-based platforms. All consultations and document exchanges can be done remotely.