FAQ
Frequently asked questions
Straight answers to the questions we hear most. Don’t see yours? Just ask on a call.
What kinds of clients do you specialize in?
Our specialties are real estate tax and foreign tax matters. We also regularly work with employees with equity compensation, investors, partnerships, and trusts and estates.
How much does tax preparation cost?
Individual returns start at $500; investors at $800; rental, sole proprietor and foreign returns at $1,500; partnerships at $2,000; and tax advisory engagements at $3,500. Trusts and estates are custom-priced. See full pricing.
What’s included in the price?
Individual fees include up to one state return, one local return, and audit protection from Protection Plus.
What is an Enrolled Agent?
An Enrolled Agent is a tax professional licensed by the U.S. Department of the Treasury with unlimited rights to represent taxpayers before the IRS. Learn more about Steve.
Where are you located?
We’re based in the Atlanta metro area and work with clients in Johns Creek, Alpharetta, Buford, Duluth, Atlanta, Brookhaven, Marietta, Norcross, Lilburn, Tucker and Decatur. We’re a remote-first practice, so we also serve clients nationwide and abroad.
Do you work with clients in Spanish or Portuguese?
Yes. Steve speaks English, Spanish and Portuguese. Hablamos español. Falamos português.
Do I need to meet in person?
No. We meet by Zoom and exchange documents through our secure client portal.
How do I get started?
Book an introductory call. We’ll learn about your situation, confirm your fee, and send you a secure portal invitation and checklist.
Are you open after tax season?
Yes. We work year-round — planning, extensions, IRS letters, and questions as they come up.
Do you file extensions?
Yes. An extension extends the time to file, not the time to pay. We’ll help you estimate and pay any balance by the original deadline.
What are your hours?
Monday 10am–6pm, Tuesday 10am–3pm, and Wednesday through Friday 10am–6pm Eastern.
Let’s make this year’s taxes the calm part.
Book a short introductory call. We’ll learn about your situation, tell you plainly how we can help, and give you a clear fee before any work begins.