Built like a system. Run like a relationship.
Your bookkeeping, payroll, tax, and advisory work moves through one team and one shared view of your numbers. Here is how that works, what to expect from us, and what we ask of you.
Our operating principles
The rules we run on, written down so you can hold us to them.
Your books are the foundation. Payroll, tax, and advisory work all start from the same reconciled numbers.
The people on your books, payroll, and returns share context, so you do not have to repeat yourself.
We look at your numbers during the year, while there is still time to act on what they show.
You get clear explanations of what the numbers mean and what your options are.
Documents, signatures, and sensitive messages move through the client portal, not email.
We review how each season went and refine our process before the next one begins.
A year-round rhythm
- 01 Close
For bookkeeping clients, each month is reconciled and closed, so your numbers stay current and dependable.
- 02 Plan
Current numbers feed planning conversations during the year, while changes to estimates, timing, or structure may still make a difference.
- 03 File
When filing season arrives, returns are prepared from books we already know, which means fewer surprises and fewer last-minute requests.
- 04 Repeat
What we learn at filing shapes next year's plan, and the cycle starts again.
Even one service benefits from the full picture
You can work with us on one service or several. When we handle only part of your work, we still ask about the rest, because a payroll change or a large purchase rarely affects just one area.
Plain-English communication
Accounting is technical. Talking about it does not have to be.
- Answers that explain what the numbers mean for your business, not just what they are
- Options laid out side by side, with the tradeoffs named
- Requests that say what we need, why we need it, and where to send it
- A heads-up when a deadline or rule change may affect you
- Technical terms translated, every time
How documents and approvals move
- 01 Request
We send requests and organizers through the TaxDome client portal, so you can see exactly what is outstanding.
- 02 Upload
You upload documents directly to the portal instead of attaching them to email.
- 03 Review
Our team reviews what you sent and follows up through secure portal messages if anything is missing.
- 04 Sign
Engagement letters and other documents that need your signature are signed electronically in the portal.
- 05 Deliver
Finished work is shared back through the portal, where you can keep it for your records.
How a new engagement starts
- 01 Discovery call
We talk through what you need, how your business runs, and where things stand today.
- 02 Review
We look at what you already have, such as recent returns and the current state of your books.
- 03 Portal invitation
You receive an invitation by email from our team to set up your TaxDome client portal access.
- 04 Engagement letter
We put the scope in writing so both sides know exactly what is included, and you sign it in the portal.
- 05 Onboarding
We gather the documents and access we need, confirm key dates, and begin the work.
What you can expect from us
- A written scope, so you know what is included before work begins
- One team that understands your business across every service we provide
- Clear requests with context, not a pile of unexplained forms
- Plain-English options before decisions are made
- Secure handling of your information through the client portal
- Straight answers, including when something falls outside our scope
What we ask of you
- Send documents and sensitive information through the portal, never by email
- Answer requests and organizers as completely as you can
- Tell us early about big changes, such as a new entity, a major purchase, new hires, or a move
- Check with us before major financial decisions, while options are still open
- Share any IRS or state tax agency notice through the portal as soon as it arrives
Questions about working with us
Do I need to use all four services?
No. You can work with us on one service or several. The connected approach still helps, because we look at how each piece affects the others.
Why do you use a client portal instead of email?
Email is not a secure way to send tax documents or personal information. The portal keeps your files, signatures, and messages protected and in one place.
Do I only hear from you at tax time?
No. Our work is year-round. Depending on your services, we are in touch through monthly bookkeeping, payroll, and planning conversations during the year.
See if we are the right fit
Start with a conversation about your business and what you need from a financial team.
✦ Book a Discovery Call →