- FAQ
Hello, how we can help?
Choose a topic below to find answers to your most common questions.
Working with a Tax Preparer
No, there is no fee for your initial consultation. During this meeting, we’ll ask you a few screening questions and take the time to answer any concerns you may have. This process helps us determine whether we are the right fit for your needs.
If we’re unable to assist with your specific tax situation, we’ll gladly connect you with one of our trusted tax partners.
You’ll typically need W-2s, 1099s, previous tax returns, identification, and any documentation for deductions or credits you’re claiming
Yes! We specialize in unique tax situations including freelance, gig work, and multi-income households for individuals.
No. We offer secure, remote tax services through our online client portal. You can upload documents and meet virtually.
Yes. We offer flexible payment options and, in many cases, allow clients to pay from their refund.
We are able to help depending on how complex your situation is. If we find that we’re unable to assist, we’ll recommend you to one of our approved partners who can
Yes, we offer audit protection through a trusted third-party provider, Tax Protection Plus.
Yes, we proudly offer discounted rates for qualifying veterans and senior citizens as part of our commitment to accessible financial services. Please contact us to speak with a client solutions advisor, to see if you qualify.
Working with a Financial Coach
A financial coach helps you set goals, build a budget, understand credit, and create a personalized plan to improve your financial well-being.
Not at all. Coaching is for anyone who wants to improve their money habits, plan for the future, or gain more confidence managing finances.
Meeting frequency is flexible. Some clients meet monthly, others quarterly. We tailor the package to fit your goals.
Coaching focuses on daily money management and behavior, while advising often includes investment strategies and long-term wealth planning.
Yes! We welcome couples and families who want to align their financial goals and build stronger habits as a unit.
Yes, we provide financial coaching tailored to students, including support for budgeting, managing student loans, planning for first time home buying, building or rebuilding credit, and planning for post-graduation success.
We do not provide credit repair services at this time; however, we hope to in the near future. In the meantime, we offer financial coaching and education services that may help you stabilize your finances and work toward a stronger financial path.
Working with a Consultant
We provide New Business Consulting, AI Consulting, AI Governance Consulting, Startup Consulting, Creative Consulting and Operations and Process Improvement Services for Individuals and Small Businesses.
No. We work with aspiring entrepreneurs at every stage — even before your business is officially formed.
If you’re facing a challenge, starting something new, or looking to grow strategically, a consultant can offer structure, guidance, focused services and insight.
Yes. We support clients from planning through implementation to ensure your goals are met every step of the way.
Absolutely. We offer flexible pricing through payment plans and custom packages designed to support early-stage and solo entrepreneurs.
Yes, we provide both graphic design consulting and print services. These offerings are especially helpful for individuals and small businesses looking to enhance their brand identity, develop promotional materials, or prepare professional documents. From logo design to print-ready deliverables, we support your creative vision with strategic insight and high-quality execution.
Working with a Project Manager
A project manager oversees planning, timelines, task coordination, and delivery to ensure your project stays on track and meets its goals.
We manage a wide range of projects — from business product launches and marketing campaigns to nonprofit initiatives and community programs.
In many cases, yes — we can step in at any stage to organize, troubleshoot, and help bring your project to completion. However, if the project is complex, our ability to assist depends on how far along it is and the level of detail involved. A thorough review of your needs is required before we determine whether we can provide meaningful support.
We use modern project management tools like Asana, Trello, and ClickUp to provide real-time updates, track progress, and communicate key milestones. You’ll always know where your project stands and what’s coming next.
It can be either. We offer one-time project oversight or ongoing management depending on your needs.
Event management is a service we’re actively exploring for future offerings. If you’re interested in being notified when it becomes available, please contact a Client Solutions Advisor to be added to our interest list.
Working with a Notary
We can notarize affidavits, contracts, power of attorney, real estate documents, and more.
Yes. We provide secure remote online notarization (RON), allowing you to complete notarizations from anywhere.
You’ll need a valid, government-issued photo ID and the unsigned documents you need notarized.
Most appointments take 10–15 minutes, depending on the document type and number of signatures.
Yes, we can notarize multi-signer documents as long as all parties are present (in person or online) and provide valid ID.
Yes, we offer free notary services for clients who are veterans, active military, seniors 65+, and non-profits.
Getting Started
Email us with your contact information and a Client Solutions Advisor will follow up to learn more about your needs. From there, we’ll guide you to the best solution for you and your project needs.
You still have a question?
If you cannot find answer to your question in our FAQ, you can always contact us. We will answer to you shortly!
