Frequently Asked Questions

Do you charge for the initial consultation?

No. The initial 30-minute discovery call is completely free. There's no obligation and no pressure.

Do fees ever change?

Fees are reviewed annually each January. Any adjustments are communicated in writing 60 days in advance. Fees may change if the scope or complexity of your work grows significantly.

How do I pay?

Fees are paid via ACH bank transfer or credit card through a secure client portal. Tax preparation fees are invoiced upon completion of your return.

How quickly can we get started?

Typically within 2 weeks of signing the engagement letter.

Do I need to be in Ann Arbor to work with you?

No. The majority of my client work is handled remotely through a secure client portal and video calls. You can be anywhere. In-person meetings are available for local clients who prefer them.

What if I'm already using a different accountant?

Transitions are smooth and professional. I'll request your records from your prior accountant, review your prior returns, and handle everything. The most common reason people switch is that they want more responsiveness, more clarity, and a CPA who actually knows their business — which is exactly what I provide.