Frequently Asked Questions
Answers to common questions about our services, process, and what to expect.
Getting Started
How do I get started working with you?
Simply reach out through our contact form or give us a call at (707) 940-9700. We'll schedule an initial consultation to understand your situation, goals, and how we can best support you.
Do you offer a free initial consultation?
Yes. Our first conversation is complimentary. It gives us a chance to understand your needs and determine if we're the right fit for each other.
What areas do you serve?
Our office is in Sonoma, CA, but we work with clients throughout California and across the country. Most of our communication happens virtually, so location is rarely a barrier.
Tax Services
What's the difference between tax preparation and tax planning?
Tax preparation is filing your return based on what already happened. Tax planning is proactive — we work with you throughout the year to make strategic decisions that minimize your tax liability before the filing deadline arrives.
When should I start tax planning?
The earlier, the better. Ideally, we begin planning at the start of the tax year so we can make adjustments throughout. However, it's never too late to start — even mid-year planning can yield significant savings.
Do you handle business and personal taxes?
Yes. We prepare and file returns for individuals, small businesses, and nonprofits. We also handle Form 990 filings for tax-exempt organizations.
What documents do I need to provide for tax preparation?
We'll send you a customized checklist based on your situation. Generally, this includes W-2s, 1099s, investment statements, business income/expense records, and any relevant deduction documentation.
Bookkeeping & Advisory
How does your bookkeeping service work?
We handle your books on a monthly basis — categorizing transactions, reconciling accounts, and providing clean financial statements. You'll always know exactly where your business stands financially.
What is Fractional CFO service?
It's executive-level financial guidance without the full-time cost. We help with cash flow forecasting, budgeting, KPI tracking, and board-ready financial reporting — ideal for growing businesses and nonprofits.
What accounting software do you work with?
We primarily work with QuickBooks Online, but we're experienced with other platforms as well. We'll recommend the best fit for your business needs.
Pricing & Logistics
How is pricing structured?
Pricing depends on the complexity of your situation and the services you need. We provide clear, upfront quotes after our initial consultation — no hidden fees or surprises.
Do you offer monthly payment plans?
For ongoing services like bookkeeping and advisory, we offer predictable monthly billing. Tax preparation is typically billed upon completion.
How do we communicate throughout the year?
We're accessible by phone, email, and video call. For ongoing clients, we schedule regular check-ins to review your financials and adjust strategy as needed.