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Are there separate charges for phone calls or quick questions outside of scheduled meetings?

We provide unlimited client support through chat in our client portal and email. When a live conversation is needed, we’ll schedule a meeting, but our default is to work asynchronously so your questions can be answered clearly without adding unnecessary calls to your calendar. If a request falls outside your current service scope, we’ll let you know before additional work begins.

Psst...

Want our 5 favorite tax tips?

We know everyone isn't quite as nerdy about numbers like our team, but some of our most frequently asked questions tend to be about taxes. So we want to share our faves. Enter your email below, and we'll send them over!