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For most services, we'll need your previous year's tax returns, bank statements, financial records, and business registration documents. During our initial consultation, we'll provide a customized checklist based on your specific needs.

The best time is before you start your business or at the beginning of the fiscal year. However, we can help at any stage of your business lifecycle. Many clients find value in engaging us during tax season or when planning for growth.

We offer flexible pricing models: fixed monthly fees for bookkeeping, hourly rates for advisory services, and project-based pricing for tax returns. We'll provide transparent pricing with no hidden fees during our consultation.

We take data security seriously. We use encrypted cloud platforms, secure client portals, multi-factor authentication, and follow strict confidentiality protocols to protect your sensitive financial information.