Questions people ask us
The things people ask before they hire us: how we work, what it costs, and what it takes to move over from someone else. Questions about a particular service are answered on that service’s own page, linked below.
Working with us
Completely. The first conversation is about understanding your situation and whether we’re the right fit. There’s no cost, no obligation to continue, and no sales pitch at the end of it.
We reply by email within one business day and offer a few times for a free consultation. If we are a fit, you get a written scope and a fixed fee before any work starts. If we are not, we will tell you plainly and point you somewhere better.
Yes, and it is a common way engagements begin. We request your prior returns and file access, review what was done before, and flag anything that needs correcting. Transitions are usually smoothest between filing seasons, but we can start any time.
Most engagements are a flat monthly fee based on complexity, so you always know your cost up front. We quote it plainly after the free consultation, so there are no hourly surprises.
Whether we’re a fit
Yes. We work with clients all over the country through secure video meetings and a simple document portal, and it still feels like working with a local firm.
It means we treat your money as something you steward, and we honor your values in the advice we give, including generosity and giving goals. The technical work meets the same standards as any top firm. Faith shapes how we show up, not how well we do the job. It is never a condition of working with us, and we welcome clients of every background and belief.
We do. That includes clergy housing allowances, designated-giving questions, and getting books to a state where an audit or a Form 990 is straightforward rather than stressful.
Documents & meetings
The same small team every time, not a rotating queue. You will know the name of the person handling your file and be able to reach them directly. There is no call center behind this firm.
Through an encrypted document portal. You upload once, everything stays organized and protected, and you can reach your records any time.
Most clients sit down with us each quarter, and you can reach out any time in between when a decision comes up.
Questions about a specific service
The questions above are about the firm. Each service page answers the ones particular to that work — how it runs, what it costs you in time, and whether it is the right fit.
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