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Tips & Important Information

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Check out our frequently asked questions to learn a bit more about who we are.

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Looking for Employee documents, NDA’s, Contractor Agreements, Client Contracts, Trademarks and more that actually stick? Bad contracts that aren’t legally enforceable, could lead to losing, or paying out, a ton of money!

Skip the drama – join the Legalprenuer! Get access to industry specific contracts that you can modify to fit your unique business…while still keeping the security of an iron-clad contract. You’ll also be able to meet with your attorney on a monthly basis, have other documents/contracts reviewed, and more!

P.S. I’m a proud affiliate for The LegalPreneur! As an affiliate, I only promote things I believe in 100% — and I believe in LegalPreneur because Andrea is professional, knowledgeable, and generally a great asset to any small business owner.

Contracts got you down?

Are you looking for a way to manage your employees and payroll services? Tired of looking into benefits, but never being certain of what you can really afford?

Skip the drama – check out Gusto payroll! With integrated time tracking, you’ll be confident that your payroll is accurate. They also have many options for integrations, and can provide benefits such as health insurance, 401(k), worker’s comp insurance, and much, much more.

And don’t forget to partner with us to ensure that everything is processed and your team is managed correctly!

P.S. I’m a proud affiliate for Gusto! As an affiliate, I only promote things I believe in 100% — and I believe in Gusto because they are professional, knowledgeable, and generally a great platform for every small business owner.

Payroll got you down?

Looking for an accounting software that has everything you need, but doesn’t have any unnecessary bells and whistles? Tired of dealing with companies who charge a ton of money (and continue increasing their prices), but don’t feel like you are getting the value you are paying for?

Skip the drama – sign up for FreshBooks accounting software and finally get your bookkeeping in order!

P.S. I’m a proud affiliate for FreshBooks! As an affiliate, I only promote things I believe in 100% — and I believe in FreshBooks because they support small businesses by providing a great accounting software at an affordable price.

Accounting software got you down?


Monthly articles to help you keep more of what you earn.

Tax Tips & Information

Important links, dates, and more.

Where is my refund?

Important Due Dates

Tax Brackets 2024

Tax Rate For Single Filers For Married Individuals Filing Joint Returns For Heads of Households
10%  $0 to $11,600 $0 to $23,200 $0 to $16,550
12% $11,600 to $47,150 $23,200 to $94,300 $15,700 to $63,100
22%  $47,150 to $100,525 $94,300 to $201,050 $63,100 to $100,500
24% $100,525 to $191,950 $201,050 to $383,900 $100,500 to $191,950
32%  $191,950 to $243,725 $383,900 to $487,450 $191,950 to $243,700
35% $243,725 to $609,350  $487,450 to $731,200 $243,700 to $609,350
37% $609,350 or more $731,200 or more $609,350 or more


Learn more about who we are and how we can help you.

What is an Enrolled Agent?

According to the National Association of Enrolled Agents, “Enrolled Agents (EAs) are America’s Tax Experts. They are the only federally-licensed tax practitioners who both specialize in taxation and have unlimited rights to represent taxpayers before the Internal Revenue Service. The tax specialists have earned the privilege of representing taxpayers before the IRS by either passing a comprehensive three-part examination covering individual tax returns, business tax returns, and representation, practice, and procedure or thorough relevant experience as a former IRS employee. All candidates are subject to a rigorous background check conducted by the IRS.”

What are the advantage of working with an Enrolled Agent?

According to the National Association of Enrolled Agents, “The advantage of working with an enrolled agent lies not only in the depth of his or her experience and understanding of how to prepare a tax return, but in his or her knowledge of tax law that may be used to represent taxpayers before the IRS. If you get a letter from the IRS, or worse, are audited or are the target of a collection action, your EA can speak directly to the IRS on your behalf.”

How can an Enrolled Agent help me?

Enrolled Agents advise, represent, and prepare the tax returns of individuals, partnerships, corporations, estates, trusts, and any other entity with tax reporting requirements. Enrolled Agents prepare millions of tax returns each year and their expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS. In addition to tax preparation and representation, many Enrolled Agents offer other business-related services, which may include:

  1. Bookkeeping
  2. Financial Statement Preparation
  3. Tax Preparation & Planning
  4. People Advisory Services
  5. Outsourced CFO Services


What does it look like to work with you?

Our number one goal is to make your accounting processes simple for you. So, we do most of the work! You’ll share your bank/credit card logins with us, and we’ll go in and grab all of the pertinent information. We’ll enter it into your accounting system and reconcile everything to make sure it matches your statements. We may have a few questions on the transactions in the beginning, but this list will get smaller and smaller as we become familiar with your specific spending habits. Then, each month, we will send you a list of financials that is tailored to your specific needs.

What does it take to get started?

We make the onboarding process as simple and easy as possible. Our process involves six simple steps:

  1. Register for a free account with us on our secure online portal and complete our questionnaire
  2. Set up your free consultation where we’ll discuss your accounting needs
  3. Review and sign your engagement letter
  4. Provide us with access to your accounting and payroll software
  5. Provide us with access to your bank account and credit card statements
  6. Get back to focusing on what you love

Yes! It IS that simple and easy!

Even if you need back data entered, this process is still quick! As long as you get your data to us in a timely fashion, we’ll get your first set of financials to you within 4-6 weeks.

What is your refund policy?

We do not offer refunds. Our goal, however, is 100% customer satisfaction. If, for any reason, you are not completely satisfied with your service or any of our programs, please contact customer service at