top of page
What’s New:

 

Beginning with Tax Year 2024, your annual tax prep fee will be inclusive of some of the services previously offered as “Audit Advantage.” We will no longer be offering Audit Advantage as a stand-alone service. We believe you are best served by incorporating these services with your tax preparation fee. Please find the detailed list of these changes here.

​

Our Commitment To You:

 

Our fees are inclusive of the services you need from us. We don’t charge separately for every little thing you may need during the year. If you ever need something we feel falls out of scope, we inform you up front about our fees for that specific service.

​

Since the inception of Number Queen, we’ve strived to be a resource and an ally to you in your financial success. One thing we remain clear on, is that this is a relationship where success hinges on participation of both parties. Our commitment to you includes:

  • Providing clear and reasonable communication

  • Providing a variety of channels to access us and to submit information

  • Offering expertise in tax and accounting across various situations, industries, entities, and investments.

  • Representation in IRS and state examination proceedings

  • Navigation. A tax return is a map of where you’ve been and where you are going. We help provide you directions and explain options for how to arrive at your desired destination . You remain in the driver’s seat.

  • Interest! We strive to be curious, not judgmental. We want to know and understand your situation so we can offer the best advice we have for YOU. There is a lot of noise around tax advice, we want to deliver a message that is tailored to your specific needs.

 

For a successful partnership, we expect that you:

  • Communicate with us as situations arise

  • Use the tools provided for deadlines, appointments, secure communication, and document exchange

  • Keep track of your statements and investments, setting up online access whenever possible

  • Ask questions! We’re here to be a resource, please feel free to ask in a judgement-free environment.

bottom of page