How We Work

We are a virtual tax and accounting firm. We work out of home or remote office space and we work with clients in a virtual business model. We communicate through email, video calls, and phone calls. When a “meeting” is needed, we utilize Zoom video conferences where we can “meet” and share screens when needed. We find this model works very well and is more convenient for our clients. While our client base is predominantly located in the Boulder / Denver area, our staff may be located in various parts of the United States.

For most work, we provide estimates of our work before we begin. For individuals and families, our client service agreements will include at least one tax planning session before year-end. Because our focus is planning and forward-looking thinking, tax planning is important to our clients. We have monthly service plans to cover services including tax compliance, tax planning, bookeeping, and business coaching if needed. If you are interested in our financial planning services, please visit

For most interactions, email, phone calls, and video calls are included in our quoted prices. If work is to be billed hourly, we will let you know upfront if that is the case.

We do not physically meet clients or prospective clients other than through virtual meetings using Zoom.

For new clients, we may require a retainer up-front before we begin work. Otherwise, tax returns are due when we finish the return and before e-filing. We bill through QuickBooks Online; you will receive an invoice through email from which you can pay online with most major credit cards and e-check.

Outside of tax-season (after 5/1) we usually respond to client requests within 24 hours. During tax-season, our response will average 48-72 hours. During tax-season we prefer you send an email with your question as our tax preparation staff will not accept unscheduled phone calls so that we can remain operating as efficiently as possible.

The best way to send us information is through our secure portal. During tax season, this may not be feasible so we recommend mailing your information to us or dropping it off in our Boulder location. All original information we receive will be scanned and returned to you via USPS priority mail.