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Answers for Clients & Business Owners

We’re here to make tax planning, virtual bookkeeping, and business advisory services easy to understand. Below, you’ll find answers to common questions about our services and how they help businesses and individuals alike.

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Tax Planning & Preparation

  • What’s the difference between tax preparation services and tax planning strategies?

    Tax preparation services focus on filing accurate returns, while tax planning strategies help you reduce liabilities and make smarter financial decisions throughout the year.

  • Who benefits most from your tax planning and preparation services?

    Small businesses, rental property owners, freelancers, and individuals looking for proactive small business tax planning strategies all benefit from our expertise.

  • Do you offer virtual tax preparation services?

    Yes, we provide fully virtual tax preparation services, including secure document uploads, remote consultations, and electronic filing.

  • Can you help with tax credits and deductions?

    Absolutely—our experienced tax professionals identify all eligible tax credits and deductions to ensure you don’t leave money on the table.

  • How often should I meet with you for tax planning?

    We recommend quarterly meetings to update your tax planning strategies and stay on top of tax compliance services.

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Bookkeeping & Payroll

  • What’s included in your bookkeeping services?

    Our bookkeeping services include virtual bookkeeping, financial statement preparation, accounts payable, accounts receivable management, and monthly reporting.

  • Can you handle payroll services for my business?

    Yes, we provide payroll services in Denver and virtually, including tax filings, payroll tax compliance, and employee payments.

  • Why choose virtual bookkeeping over hiring in-house?

    Virtual bookkeeping offers cost savings, expert-level accounting and bookkeeping support, and the flexibility to access your books anytime from anywhere.

  • How secure is your virtual bookkeeping system?

    We use secure accounting software integration and an encrypted client portal to protect your financial data at all times.

  • Do you specialize in specific industries?

    Yes, we specialize in small business bookkeeping solutions for service industries, short and long-term rental businesses, and real estate professionals.

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HR & Business Advisory

  • What does your HR & business advisory services package include?

    Our business advisory services combine HR consulting, financial statement analysis and reporting, and business financial consulting to help you make informed decisions.

  • Can you help small businesses without a formal HR department?

    Yes—our HR services are ideal for small businesses that need HR support without hiring in-house staff.

  • Do you offer one-time or project-based services?

    Absolutely, we offer one-time HR audits, business strategy workshops, and custom policy development.

  • How do your virtual HR and business advisory services work?

    We provide fully remote business advisory services, including budgeting and forecasting, strategic planning, and virtual meetings tailored to your needs.

  • Who typically uses your advisory and HR services?

    We work with service businesses, rental property owners, and small businesses looking for tailored business financial consulting and operational support.

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