Apoyo al cliente
Le conectamos con el equipo adecuado
Credencial: Contamos con Enrolled Agent (EA) del IRS
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Tax prep & planning
Ideal si necesita presentar declaracion, atender avisos IRS/GA o orientacion multiestado.
Payroll & HR filings
Para empleadores con nuevas contrataciones, W-2/1099 o declaraciones trimestrales/anuales.
Bookkeeping & analysis
Cuando necesita contabilidad mensual, reportes financieros y claridad de flujo de caja.
Meet Our Administrative Team
Not sure what you need? Start here. Our front desk will ask a few quick questions and connect you with the right person.
Administrative Team
Bre and Candice
How we can help
- • Help you choose the right service
- • New client questions & next steps
- • Business setup guidance (who to talk to)
- • Document uploads & portal help
- • Appointment scheduling & reminders
- • Direct you to Tax Prep or Payroll support
What happens on the first call
- We confirm whether you need tax, payroll, bookkeeping, or a mix.
- We gather timelines (deadlines, payroll dates, notices).
- We share a pricing range and next steps checklist.
- We set your preferred communication channel (phone, email, portal).
Client support FAQs
Quick answers to the most common questions we get.
How do you decide who I talk to first?
Our front desk asks a few questions, then routes you to tax prep, payroll, or accounting so you get the right specialist immediately.
Can everything be done remotely?
Yes. We use secure upload and e-sign for remote clients, with in-person appointments by request.
Do you handle new business setup?
We guide entity selection, registrations, bookkeeping setup, and payroll onboarding for new businesses.