Frequently Asked Questions

Straight answers to what clients ask most.

Can't find your answer? Book your FREE 30-minute consultation and Lynn will address it personally.

Business Formation
Which business entity is right for me?
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It depends on your goals, income, liability exposure, and long-term plans. During your consultation we review LLC, S-Corp, C-Corp, and partnership options and recommend the structure that fits your situation best.

Tax Preparation
What documents do I need for tax preparation?
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Typically W-2s, 1099s, prior-year returns, ID, mortgage/interest statements, deduction records, and any business income and expense reports. We send a personalized checklist after booking.

Business Taxes
Do you handle multi-state business filings?
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Yes. We prepare federal and multi-state business returns nationwide.

Consultation Pricing
How much is a consultation?
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Your first 30-minute consultation with Lynn is completely FREE. There's no cost and no obligation — just an opportunity to talk through your situation and next steps.

Virtual Services
Are appointments virtual?
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Yes. We serve clients nationwide by secure video, phone, and encrypted document exchange.

Documents Needed
How do I send documents securely?
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You'll receive a secure client portal link after booking. Never send sensitive documents by regular email.

Nationwide Services
Do you serve clients outside New Jersey?
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Absolutely. As an IRS Enrolled Agent, Lynn is federally licensed to represent taxpayers in all 50 states.

Appointments
How do I book an appointment?
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Use the Book Your FREE Consultation button anywhere on the site — pick a time that works and you're set. No payment required.

Credit Building
How long does credit building take?
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Most clients see meaningful movement in 60–120 days when they follow the plan consistently. Results vary by starting point.

Bookkeeping
How often should I have my books updated?
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Monthly at minimum. We offer monthly, quarterly, and catch-up bookkeeping packages.

Payroll
Can you run payroll for a small team?
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Yes. We handle payroll from single-member S-Corps up to growing teams — including tax deposits and filings.