📘 General Questions

Q: What types of clients do you typically work with?
A: I primarily support service-based business owners, real estate investors, contractors, nonprofits, and solopreneurs. Whether you’re just starting or scaling to 7+ figures, I tailor my services to fit your stage and goals.

Q: Do you only work with clients in Minnesota?
A: Not at all! While I’m proudly based in Minnesota, I work with clients remotely across the U.S. using secure cloud-based tools and video consultations.

Q: Do you work with individuals or only businesses?
A: Both. I prepare personal tax returns, especially for individuals with self-employment income, real estate holdings, or multi-state activity. If you’re not sure, just reach out and I’ll let you know if we’re a fit.

💼 Services & Pricing

Q: How much do your services cost?
A: I offer flat-rate monthly packages starting at $350/month, and custom quotes for one-time projects or unique needs. You can view my pricing here, or schedule a free discovery call to get a personalized proposal.

Q: Do you offer cleanup services for past bookkeeping?
A: Absolutely. I help many clients who are behind—whether it’s a few months or a few years. We’ll get you caught up and back in control.

Q: What accounting software do you work with?
A: I work primarily with QuickBooks Online, but I also support clients using desktop versions, Gusto for payroll, and other tools depending on your setup.

🧾 Taxes & Compliance

Q: Do you prepare both business and personal tax returns?
A: Yes! Most of my business clients also have me handle their personal returns to keep everything coordinated and optimized.

Q: Can you help me with quarterly estimated taxes?
A: Definitely. I include quarterly tax estimate calculations with most ongoing packages and offer planning sessions for those who file independently.

Q: Do you file in multiple states?
A: Yes—I help clients with sales tax and income tax filings across multiple states and can advise you on Nexus thresholds and compliance.

📅 Booking & Onboarding

Q: What happens during the discovery call?
A: It’s a free 30-minute chat to learn more about your business, your goals, and your current systems. I’ll answer any questions you have and let you know if I can help. There’s no pressure to commit.

Q: How do I become a client?
A: After our discovery call, I’ll send you a custom engagement proposal. Once accepted, you’ll receive an onboarding checklist, portal access, and we’ll get started.

Q: What’s the best way to reach you?
A: Email is the fastest: Hello@TomeeCPA.com You can also book a time directly here.