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QuickBooks Online, Xero, and most major desktop packages. We document all workflows in your system so you are not dependent on us for access to your own books. If a software migration makes sense, we scope it as a separate project with fixed cost.

Yes. We prepare schedules, attend initial meetings, and coordinate with counsel if the matter escalates to dispute. Clients under examination receive a dedicated contact who manages all correspondence with the taxing authority on your behalf.

Yes — nexus review and apportionment are scoped and documented up front so filings reflect where you actually operate. We review nexus annually as operations expand because thresholds and rules vary and change.

Primarily businesses with $500k to $20M in annual revenue. Below that we refer to solo practitioners who are a better cost fit; above that we work with the CFO layer rather than replacing it.