How We Work
We are a virtual tax and accounting firm. We work out of remote office space and 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, we do serve clients across the U.S.
Our focus is on PLANNING. If you are not seeking either tax, financial planning, or investment management, we will not be a good fit. We require all new clients to subscribe to a tax planning package that starts at $50/month. This basic package includes a basic tax projection to help you understand your tax liabilities for the current and next tax years and email support through the year. If we discover tax planning opportunities, we may also provide a quote for tax planning work. Tax preparation is in addition to the monthly fee and starts at $500/year for a basic individual return.
For most work, we provide estimates of our work before we begin. This includes tax preparation, tax planning, bookkeeping and business coaching. If you are interested in our financial planning services, please visit flatironwealthadvisors.com.
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, but we do offer 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 preferred way to send us information is through our secure portal. If needed, you can mail your information to us or drop it off at our Boulder location. All original information we receive will be scanned and returned to you via USPS priority mail.
