FAQ · Mesa, AZ
Five questions buyers ask before signing.
The same five questions come up on every intro call — what the AI does, what the Enrolled Agent does, how the integrations stay secure, which ledgers the practice supports, and what happens if the IRS sends a notice. Answers below, in plain English.
Frequently asked questions
The AI handles the daily repetition — pulling bank-feed lines, categorizing transactions, posting payroll from Gusto, and refreshing the quarterly tax projection every day. The EA handles the consequential — every monthly close, every journal entry over a threshold, reconciliations flagged unusual, and the year-end federal and state filings.
Still have a question? Put it on the calendar and we’ll answer it directly.
Talk to the EA
Still on the fence? Pick a slot.
We’re a small practice, so the conversation starts with the Enrolled Agent who will sign your work — not a sales rep. Twenty minutes, scoped quote the same day.