We know finances can be a little overwhelming but you don’t have to figure it out alone. Below are some of the most common questions we hear from people just like you. If you don’t see your question here, just call or email and we’re happy to help.

Tax Preparation Questions

What should I bring to my tax appointment?

Bring any income forms you’ve received like W-2s, 1099s plus your photo ID and last year’s tax return if you have it. If you’ve got documents for things like mortgage interest, childcare costs, or student loans, bring those too. Not sure if something’s important? Bring it anyway we’ll figure it out together.

For additional details, click here for a full checklist.

Can I file my taxes with you online or virtually?

Yes! We offer secure online options for document uploads and virtual appointments if you can’t meet in person.

I missed the tax deadline. Now what?

Don’t panic if it happens. If you’re owed a refund, there’s no penalty. If you owe taxes, we’ll help you file quickly and talk through what to expect..

Do you help with past years or fixing mistakes?

Yes. Whether it’s a missed return or something that doesn’t feel right, we can review and amend past returns.

Bookkeeping Basics

When should I hire a bookkeeper?

If managing your business finances is starting to feel overwhelming, that’s a good sign it’s time to hire a bookkeeper. Whether you’re just starting out, growing quickly, or spending too much time on bookkeeping instead of running your business, having a professional handle it can save you time, reduce stress, and help you avoid costly mistakes.

You should also consider hiring a bookkeeper if:

• You’re not sure your records are accurate or up to date
• You’re falling behind on invoices or bills
• You’re preparing for tax season or applying for a loan
• You want clearer insight into how your business is really doing

Basically, the earlier you bring in help, the better your financial foundation will be.

What kind of bookkeeping services do you offer?

We cover a wide range of bookkeeping tasks including software setup and support, accounts payable and receivable, financial reports, fixed assets management, general ledger maintenance, inventory tracking, purchasing, and production.

Not sure exactly what all these services involve or which ones you might need? Click here for a detailed breakdown.

Is it okay if I’m a freelancer or just starting out?

Absolutely! We work with all kinds of businesses, from self-employed entrepreneurs to established corporations. If you’re just getting started, we can help you set up your bookkeeping and create systems to manage your business efficiently from day one.

Do you offer remote bookkeeping?

Yes! We offer remote bookkeeping services so you can get expert help no matter where you are.

Accounting Help

What’s the difference between tax prep and accounting?

Tax prep is about filing tax returns. Accounting helps you plan ahead, keep your money organized effectively, and make sense of your finances year-round.

How often should I check in with an accountant?

Business owners might benefit from monthly or quarterly check-ins to stay on top of cash flow, taxes, and strategy.

Are you qualified?

Yes our team includes professionals with strong experience handling taxes, bookkeeping, and accounting for individuals, businesses, and nonprofits.

Is my information safe with you?

Absolutely. We use secure systems to protect your data and follow all IRS and state compliance rules.

General Info

Where are you located?

We’re proudly based in Duluth, MN at 500 S 59th Ave W, Suite A, Duluth, MN 55807. We serve the Twin Ports community both in person at our office or remotely.

How much do your services cost?

It depends on what you need. We’ll talk through it upfront, so there are no surprises.