Questions, answered straight

Both. A large share of our clients are individuals who want their personal taxes done right, and we also work with small businesses on bookkeeping, payroll, and business returns. Many clients use us for both their company and their personal filing, which keeps everything consistent.

Bookkeeping is the day-to-day record keeping: tracking income and expenses, reconciling accounts, and keeping your books accurate. Accounting builds on top of that, using those records to file taxes, plan ahead, and advise on decisions. We do both, so the numbers we plan around are the same clean numbers we recorded.

It depends on the work, so we quote it up front rather than surprise you later. A simple individual return is very different from monthly bookkeeping plus payroll for a growing business. After a short consultation we give you a clear price for exactly what you need, with no hidden fees.

We work in QuickBooks Online, which makes it easy to share access and keep your books current in real time. If you already use it, great. If not, we will help you get set up. You do not need to be a software expert. That is our job.

Yes, and you would not be the first. We regularly help people who have fallen a few years behind. We sort out what is missing, rebuild the records if needed, and file the back years so you can get current and stop worrying about it.

Yes, and most of our clients work with us remotely. We are based in Rancho Murieta, California, and meet local clients in person in the Sacramento area, but everything we do works remotely too. You can send documents securely, share QuickBooks access, and handle the whole relationship by email and phone from anywhere in the country.

We work with clients across the USA. If you are in the Sacramento area we can meet in person, and everywhere else we work remotely.

Send us a message through the contact page or email tony@trustapal.com. We will set up a free consultation, talk through your situation, and tell you what we would do and what it costs. No pressure, and no obligation to move forward.