You can schedule your initial consultation within 24-48 hours of signing up. During this consultation, we'll assess your current financial situation, discuss your goals, and create a customized action plan. Most clients begin seeing improvements in their financial management within the first month.

For tax preparation, you'll need Form 1099s, receipts for business expenses, bank statements, and records of estimated tax payments. For budget planning, we'll need information about your income sources, monthly expenses, and financial goals. We'll provide a detailed checklist after your initial consultation.

Yes, we can help prepare amended returns or file back taxes if needed. We'll review your previous returns to identify any missed deductions or errors. This service is available as an add-on to any of our standard plans.

Absolutely. We work with freelancers across all industries including writers, designers, developers, consultants, photographers, and more. Our strategies are customized to your specific industry and income structure, ensuring maximum relevance and benefit.

We specialize exclusively in freelance and self-employed finances. Unlike general accountants, we understand the unique challenges of variable income, quarterly taxes, and business expense management specific to independent professionals. Our proactive approach focuses on year-round planning rather than just annual tax filing.

Yes, you can upgrade, downgrade, or cancel your plan at any time. Changes take effect at the beginning of your next billing cycle. We recommend scheduling a consultation before making changes to ensure you're getting the right level of service for your current needs.