Whether you’re filing personal taxes or managing business finances,
here are answers to the most common questions we get from clients.
OkeyBooks offers bookkeeping, payroll, tax preparation, business formation, notary, and advisory services for individuals and small businesses.
Small-business owners, freelancers, and entrepreneurs who want reliable bookkeeping and tax support without large-firm complexity.
Pricing depends on transaction volume, account complexity, and any add-ons. Every client receives a written quote before onboarding—no surprise fees.
Contact us or request a quote on our website. We’ll review your details, confirm your goals, and send a written proposal with next steps.
We use an encrypted, password-protected client portal for document uploads. Never email sensitive data—use our secure link instead.
Yes—individual, freelance, partnership, LLC, and S-Corp filings.
We’ll send a checklist, usually including income statements, 1099s/W-2s, expense summaries, and prior-year returns.
Yes, we manage multiple states and confirm any additional fees before filing.
The turnaround time depends on when in the tax season your return is submitted and how complex your situation is. Once we receive all your information, most straightforward returns are completed within 24–48 hours, while more complex filings may take up to 10 business days. We’ll always confirm an estimated timeline before we begin.
Yes—proactive planning and quarterly check-ins to minimize taxes before year-end.
Monthly categorization, reconciliations, reports, and a year-end tax package. Add-ons include payroll, sales tax, and A/R or A/P tracking.
We connect your bank and credit card accounts securely through QuickBooks Online (or your accounting software). These are read-only connections, so we can view and categorize transactions but can’t move funds or make changes. If you prefer, you can also upload your statements manually through our secure client portal.
We reconcile monthly so your balances and reports are always accurate.
Yes. Full-service payroll covers federal and multi-state compliance, filings, and onboarding.
Support records and reconciles payroll in your books; Full-Service runs pay, files taxes, and handles compliance.
LLCs, partnerships, corporations, and S-Corp elections with EIN registration.
Yes—most U.S. states and multi-state registrations.
Processing times vary by state and the level of filing urgency you choose. In Maryland, most standard filings are processed within 7–10 business days, though expedited options are available. You can always check the latest turnaround estimates directly on the Maryland Business Express website.
Yes — we can provide standard operating agreement templates or help customize one based on your ownership structure and business needs. However, please note that we are not attorneys, and our templates are provided for general guidance. For legal review or complex ownership arrangements, we recommend consulting a qualified business attorney.
Yes—amendments, address changes, annual reports, and agent updates.
In-person across Maryland (mainly Montgomery County and nearby areas).
No—only in-person notarizations at this time.
Acknowledgments, jurats, oaths, certified copies, and business forms allowed under Maryland law.
Valid photo ID and unsigned documents—we must witness you signing.
No—Maryland commission only. We can assist with apostilles if needed.
Performance analysis, KPI tracking, forecasting, and planning sessions.
One-time, monthly, or quarterly sessions depending on your goals.
Yes—budgets, margin reviews, and improvement recommendations.
Yes—most sessions are held via Zoom.
Yes—with permission we’ll coordinate directly with your CPA or advisor.
Visit client.okeybooks.com and log in with your credentials.
Use the secure client portal instead of email attachments.
Click “Forgot Password” on the login screen or contact us to reset it.
Yes—during onboarding we link it securely with read-only access.
Use our booking link or contact us to set up a call.
ACH, credit/debit cards, and QuickBooks Online invoice payments.
Upon receipt; recurring clients are billed monthly on the same day.
Yes—with 30 days’ notice before the next billing cycle.
Email hello@okeybooks.com or call (301) 900-4660, Mon–Fri 9 AM–5 PM EST.
Yes—we offer bilingual support (English & Spanish).
