Question 1

Does RelyCFO replace my tax preparer?

Accepted Answer

We can! We provide precision tax preparation in-house. But if you love your current CPA, we act as the strategic layer on top — handling high-level tax planning and entity strategy while they handle the filing.

Question 2

What's the difference between a Fractional CFO and a bookkeeper?

Accepted Answer

A bookkeeper records the past — what already happened. We look at the future, using cash flow forecasting and proactive tax strategy to ensure profitable, tax-efficient growth.

Question 3

Who do you work with?

Accepted Answer

Growing businesses and entrepreneurs — especially those doing $2M+ in revenue who are paying $50k+ in taxes and aren't sure it could be lower. We also handle individuals, gig workers, and sole proprietors. If that's you, we should talk.

Question 4

What kinds of tax returns do you prepare?

Accepted Answer

Sole proprietors, individuals, S-Corps (Form 1120-S), and partnerships (Form 1065). We fight for every legal deduction, including those available under the OBBBA, and keep everything audit-ready.

Question 5

How do we start?

Accepted Answer

With a free 30-minute discovery call. We learn about your situation and tailor a plan — no obligation, no pressure.

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