Frequently Asked Questions
What primary services do you offer?
Please click here to view a complete list of services offered
What programs do you specialize in?
We work with QuickBooks, Quicken, Peach Tree, and Creative Solutions most often, but are happy to learn new programs
What are the rates of your services?
We offer competitive and fair rates, that differ depending on the scope of work
Other Links
Federal Refund Tracking
What You Will Need: Social security number or ITIN, your filing status & your exact refund amount
WI Refund Tracking
What You Will Need: Social Security Number and your exact refund amount
QuickBooks
Money in. Money Organized. From tracking everyday expenses to being ready for tax time, QuickBooks can help you run your business smarter from anywhere you're working.
Saving for College
For you or your loved one, everything you need to start, track and grow college savings
Name Change
Change your name with the Social Security Office so all your taxes and information are filed correctly
Tax Withholding Estimator
Gather the most recent pay statements and other income you may have along with your last tax return.
Dave Ramsey
Dave Ramsey's 7 Baby Steps will show you how to save for emergencies, pay off all your debt for good, and build wealth. It’s not a fairy tale. It works every single time!
Ways to Avoid Credit Card Debt
Americans are carrying a record $4.2 trillion in credit card debt as of December 2019. 10 steps to avoid it.