The initial assessment is used to understand the condition of the records, identify immediate deadlines or risks, and determine whether the next step is routine service, cleanup, compliance review, or another defined scope.
The assessment is designed to identify what is missing. Do not send sensitive records through the public inquiry form. After the inquiry is reviewed, secure document instructions may be provided.
Describe the service needed, the condition of the records, known deadlines, and the primary problem you want resolved.
We consider both technical complexity and whether the records, access, communication, and expectations support accurate work.
Depending on the situation, you may receive a checklist, secure-upload instructions, or a separate diagnostic scope.
The proposal may include recurring services, cleanup, tax or compliance review, payroll readiness, pricing, deadlines, and engagement conditions.
No professional work begins until the scope, responsibilities, pricing, and engagement terms are accepted.
Fees reflect the actual scope, including entities, accounts, transaction volume, employees, tax obligations, historical cleanup, missing records, access barriers, reporting needs, urgency, and third-party coordination. Technically complex work is welcome when the service structure and price reflect what is required.