Let us build your financial fitness together.

No. We work virtually with individuals and business owners across the United States, federal and state, wherever we can serve you properly. In-person meetings are available by special request.

No. EZ Financial Fitness is not a CPA firm, and our founder is not a certified public accountant. The firm is led by an accountant with a Master of Science in Accounting who is a QuickBooks ProAdvisor Level 1. We prepare individual tax returns, keep books and build tax strategies, and we will tell you plainly when a question belongs with an attorney, a CPA for audited financial statements, or another specialist.

It depends on complexity, which is why every engagement starts with a written proposal showing the exact price before any work begins.

Service invoices are paid in the Client Portal by bank transfer or card, and bank transfer is encouraged. We never see or store card numbers.

Through the EZ Financial Fitness Client Portal, never by email. The portal encrypts uploads, lets you photograph documents from your phone, and keeps everything in one place. The website contact form is for questions only. Please do not attach tax documents to it.

The portal is where you upload documents, complete your organizer, sign, pay invoices, message us securely and see the status of your work. It is powered by TaxDome, a secure platform used by accounting firms, so you may see that name on the sign-up page, the mobile app and system emails.

Preparation reports what already happened and files it accurately. Strategy decides what should happen before the year closes, such as contributions, entity and payroll choices, estimated payments and timing, and writes it down with deadlines. Preparation looks backward. Strategy looks forward.

Reconciled bank and credit-card accounts, categorized transactions, a profit and loss statement and balance sheet, and a short written review of what happened and what to watch. Typically you send statements and answer questions by the fifth business day and receive reports by the fifteenth.

Yes, and you are not alone. We prepare prior-year and late returns and tell you exactly which years can be e-filed and which must be signed and mailed. Refund claims generally must be filed within three years of the original due date, so it is worth starting now.

Yes. We support the state filing, the EIN, state tax registrations and the financial setup that follows. State filing fees vary by state and are passed through at cost. We explain how each structure is taxed. We do not give legal advice.

You get a personal reply within one business day with two or three times for the call. The consultation is a complimentary 20-minute conversation. If we are a fit, you receive a written recommendation and proposal, usually within one business day of the call.