Frequently Asked Questions.

How much do you charge for tax preparation?

Pricing is completely based on your tax return, but our prices are almost always lower than what you have been paying.

How do you keep your prices so cheap?

  • We spend our money on technology and not a physical location.
  • When you have us do your work, you are employing James and Kelly.

Will you manage our rental properties?

Sure. We have our own rentals and wouldn’t mind adding yours to our list for management.

Is my information secure with you?

Your documents are protected. We offer the ability for you to upload your documents directly to us through our tax software.

What is your charge for HOAs?

Contact us for pricing because we tailor our services to every HOA. We currently do full management, partial management, bookkeeping, and only tax services for HOAs.

What if I haven’t filed my taxes for several years?

Not a problem. Contact us and we will work with you to get them filed.

Other accountancy services.

HOA Services

Full management, bookkeeping, or oversight for your HOA are some of the services we offer.

Tax Services

Business, personal, trust taxes. We can do them all!


Full or partial bookkeeping available along with financial statement preparation.