Two minutes here tells you the fastest way in.
The intro is fifteen minutes with the principal. It is a conversation about fit. The work, and any advice, come after. If the firm is not the right fit for what you need, you will know before you book, and so will we.
The intro is your choice of video, phone, or in person at the Montgomery office.
Here for a paid consult? It starts with paperwork. The calendar comes after: Start a Consult Intake.
What it is. What it is not.
What we cover
What you are dealing with, what an engagement would include, roughly what it would cost, and whether this firm is the right one to do it. You leave with a clear scope and a next step, or an honest answer that we are not the right fit.
What we do not cover
No tax advice, no planning, and no analysis of a specific position. Fifteen minutes without your documents in hand would produce guesswork, and guesswork from a CPA is worth less than nothing. Real answers come after we have the file.
Which describes you?
Not everyone needs the call.
You are ready to start
Then skip the call. Send your documents straight through secure guest access on the file exchange. No account is needed, and nothing goes by email. We review what you sent, tell you what the engagement looks like, and assign you a portal login from there. This is the fastest way in, and it is the one we prefer.
You just want a price
Then the pricing page will beat this call. Individual returns start at $375, business returns at $1,250, and bookkeeping and advisory are scoped to the work. Nothing on the call undercuts those numbers.
W-2s, 1099s, standard forms
W-2s, 1099s, and other standard information returns with the standard deduction make for a straightforward filing. We prepare them, and the floor applies, but you do not need a meeting to start. Send the documents through the portal and we will scope it from there. First year of 1099 income? That one has its own setup.
You run something
An entity, employees, equipment, properties, trucks, crews. Books that are behind, split across systems, or living in spreadsheets. A notice you do not understand. This is the work this firm is built for, and the call is worth both our time. Sorting out a life event instead, such as a sale, an estate, or a divorce? Carrying unfiled years and a balance? Both have their own page.
You do not know what to send
Then start with the list rather than the call. A few questions, and the page prints the documents that apply to you, and nothing more. It runs in your browser; nothing is transmitted or stored, and the firm never sees the list unless you hand it over. Take it to the portal when you have gathered it, or bring it to the intro as an agenda.
You have a question first
How engagements are scoped, what a first month looks like, whether we handle your trade, what happens to your documents: those are answerable without a calendar. Ask them. Anything turning on your own facts, such as whether an election makes sense, how a notice should be answered, or what something costs you in tax, is routed here, to a person.
Four answers make the call useful.
You will be asked these when you book. Having them ready is the difference between a scoping call and a fact-finding call.
What you are
Sole proprietor, S-corp, partnership, corporation, or not formed yet. If you are not sure what you elected, say so. It is a common answer and a fixable one.
How far behind
Current, a few months, a year, or no books at all. Nobody here is impressed by clean books and nobody is alarmed by a shoebox. It only changes the scope.
How many accounts
Business checking, savings, cards, loans, merchant processors. Count them. Volume and account count drive bookkeeping scope more than anything else.
What it lives in
QuickBooks, a spreadsheet, a bank login, a folder of statements, or nothing yet. Every one of those is workable. Knowing which one saves the first ten minutes.
Still a fit? Book fifteen minutes.
Fifteen minutes with Kevin Hemingway, CPA. No charge, no obligation, and no one else on the call.
Fifteen Minutes with the Principal
This consultation is for engagement evaluation and does not include tax advice, tax planning, or detailed analysis of specific tax situations.
Book the IntroKevin takes every intro personally, which means only so many happen each week.
Send Documents
New or current, the portal is the way in. Returns in progress, notices, mid-year questions: send them through secure guest access, with no account needed.
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