How We Work

We are a virtual tax and accounting firm. We work primarily out of home or remote office space and we work with clients in a virtual business model. We communicate primarily through email 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.

For most work, we provide estimates of our work before we begin. We typically do not meet clients or prospective clients unless it is absolutely necessary. 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 up front if that is the case.

While we do have professional office space in Boulder and Broomfield, CO, we typically do not meet clients or prospective clients there unless absolutely necessary. Phone and video calls are included in our price. If you believe an in-office meeting is required, we charge by the hour at the following rates: $240/hour from 4/16 through 12/31, and $340/hour from 1/1 through 4/15, with a one-hour minimum. In many cases, an in-office meeting may not be available during tax-season. We feel strongly that in-office meetings are usually not required due to the technology available to us.

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. 

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