Tax OrganizerPayroll issue today
Same-day payroll
For urgent payroll matters, call first. Send supporting details by email too, so the team has names, dates, and amounts in writing.
When a conversation is the right next step
Meetings
Start with the fastest channel for what you need. Most documents and short questions should go through the organizer or shared team inboxes. If you are not sure where to begin, CL can help route your question to the right person.
Before scheduling
For active tax return questions, use the organizer first. For bookkeeping, payroll, billing, or client service routing, use the shared team channels. If the right path is not obvious, email CL and she will help connect you with the right team.
Client services
Not sure who to contact? Start with CL.
CL is our primary client services coordinator and the front line for client communication. She helps route questions, coordinate with the team, and point you to the right next step.
If something feels urgent
Use these paths when timing matters or a deadline is close.
Tax deadline or notice
Deadline-sensitive
If you received an IRS or state notice, or a payment deadline is close, upload the notice to the organizer and contact support so it can be routed.
Documents for an active return
Use first
For missing tax documents, organizer questions, and return-related files, the organizer is the fastest and safest place to start.
Tax and consulting
Use the organizer for active return work. Use a meeting when planning or judgment is the main issue.
Active tax return questions
Use the organizer for return documents, missing information, and questions tied to the active tax return.
Planning or advisory conversation
Use a meeting for planning, strategy, Profit First, cash flow, entity questions, or advisory conversations where discussion matters.
Bookkeeping
Use the bookkeeping channel for monthly books, reporting questions, cleanup work, and training needs.
Bookkeeping support
Sara manages bookkeeping. Joyce and Kim help with monthly books, reports, transaction questions, and bank feed issues.
Bookkeeping meetings
For a bookkeeping meeting, email CL and she will help coordinate with Sara. You can also email Sara directly.
Payroll
Payroll can be time sensitive. Call for urgent same-day problems; use email for the details the team needs to process correctly.
Payroll email
Use payroll email for payroll runs, new hires, terminations, paycheck questions, and payroll tax notices.
Urgent payroll items
Call first
For urgent same-day payroll matters, call first. Email is still preferred for details the team needs to reference.
Meeting with Kevin
A meeting with Kevin is best for planning, advisory topics, bigger decisions, or questions where the answer depends on context.
Schedule a planning meeting
Use this when the issue needs a conversation, not just a document upload or quick answer. For active tax return files, payroll runs, bookkeeping transactions, or billing routing, use the team channels above first.
This booking page is for current-client planning and advisory conversations. Prospective-client discovery calls use a separate scheduling path.
Still not sure where to start?
Email CL first. She coordinates client communication and can help route your question to tax, bookkeeping, payroll, billing, or Kevin when a meeting is the right next step.