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Your Questions Answered

Frequently Asked Questions

What types of services do you offer?

We provide accounting, bookkeeping, budgeting, life insurance, annuities, and retirement planning services tailored to both individuals and businesses.

How do you determine your pricing?

Our rates are based on your income level, the scope of services, and whether you choose ongoing support or one-time assistance.

Is there a consultation fee?

No! Your first consultation is completely free. It’s a chance for us to get to know your needs, answer your questions, and see how we can best support you without any pressure or upfront cost.

What is onboarding and why is there a fee?

Onboarding is the setup process that allows us to get a complete picture of your finances and tailor our services to your needs. During onboarding, we review your documents, set up your accounts in our system, and create the foundation for accurate reporting and long-term planning.

The onboarding fee is a one time fee that covers the extra time and resources it takes to get everything organized properly at the start. So once you’re set up, things run smoothly moving forward.

Do you offer custom packages?

Yes! If our listed service packages don’t fit your exact needs, we can create a custom plan that works for you.

Can I use your services if I already have an accountant or insurance broker?

Absolutely! We often work alongside existing professionals to provide specialized services, additional support, or fill in the gaps.

Do you work with both individuals and businesses?

Yes. We serve individuals, families, and business owners—our services are flexible and scalable.

What’s the difference between bookkeeping and accounting services?

Bookkeeping handles the day-to-day transactions like payroll and vendor management, while accounting focuses on big-picture financial reporting, planning, and strategy.

Do you help with tax preparation?

Yes, we file taxes. Please review our tax services page for more information

How can I get started?

You can book a consultation through our website or call/text us directly at 512-814-5282 to set up your first meeting.

Do you prepare both individual and business tax returns?

Yes. We prepare federal and state tax returns for individuals, self-employed individuals, and small to mid-sized businesses, including those with employees.

Who should use your tax services?

Our tax services are ideal for W-2 employees, freelancers, contractors, landlords, business owners, and anyone with multiple income streams who wants accuracy, strategy, and peace of mind.

Do you file state taxes as well as federal?

Yes. State tax filings are included, and we also handle multi-state filings when required.

Can you help if my taxes are more complex?

Our tax services are offered in tiered packages based on income level and complexity, similar to our accounting services. This ensures pricing stays fair and predictable.

What’s included in your tax preparation fees?

Each package is tailored to fit its income tier. If you need support beyond what’s included, feel free to schedule a consultation and we’ll explore the best options together.

Do you help organize my tax documents?

Yes. If you’re unsure what documents apply to you, we’ll help you determine what’s needed and how to submit it securely.

Do you review prior-year returns?

Yes, especially for new clients. Reviewing prior returns helps ensure consistency and identify missed opportunities.

Do you prepare business tax returns for LLCs, S-corps, and partnerships?

Yes. We prepare returns for sole proprietors, LLCs, S-corporations, and partnerships.

Can you help reduce my tax liability?

Yes. I focus on compliance first, then strategy—identifying deductions, credits, and planning opportunities where appropriate.

Have additional questions?

Get straightforward answers and guidance you can trust.

hello@lyfevestcoverage.com

+1 (512) 8145282

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Your finances called, they’d like some clarity.

Frequently Asked Questions