Frequently Asked Questions

We offer comprehensive business solutions including Tax Services, Insurance, Bookkeeping & Accounting, Business Consulting, AI & Technology Consulting, Digital Marketing, Investment Management, and Estate Planning. We're your one-stop partner for all business needs.

Simply book a free consultation through our website or call us at (929) 919-3574. We'll discuss your needs, assess your situation, and recommend the best solutions for your business.

We work with both! We serve individuals, families, small businesses, and growing enterprises. Our services are tailored to meet your specific needs whether personal or professional.

We're an integrated partner offering finance, tax, insurance, technology, and growth services—all working together. Instead of managing multiple vendors, you get one team, one strategy, and one partner you can trust.

It depends on transaction volume, complexity, and whether you need cleanup. Most small businesses range from $300-$800/month for ongoing bookkeeping. We'll give you a clear scope after a quick review.

Yes. Cleanup and stabilization is one of the most common starting points. We'll assess scope, stabilize the system, then keep it clean going forward.

We work with QuickBooks Online, QuickBooks Desktop, Xero, and other major platforms. If your current setup is holding you back, we'll recommend improvements.

Absolutely. We coordinate with your existing tax professional to ensure seamless year-end reporting and tax preparation. Clean books make tax season easier for everyone.

We provide a customized checklist based on your situation. Typically: W-2s, 1099s, receipts for deductions, prior year returns, and any relevant financial statements. We make it easy to gather what's needed.

Yes. If you need more time, we can file an extension and work with you to complete your return by the extended deadline.

Tax preparation is filing what happened last year. Tax strategy is planning what happens this year and beyond—entity structure, timing, deductions, and long-term savings.

It depends on your income, entity type, and operations. Many clients save $5,000–$50,000+ annually through strategic planning, entity optimization, and proactive deductions.

It depends on your income, expenses, and goals. We analyze your situation and recommend the structure that minimizes taxes while fitting your operations.

We offer comprehensive insurance solutions including General Liability, Professional Liability (E&O), Cyber Liability, Commercial Property, Workers Compensation, and specialized coverage for your industry through our partnership with Grober Imbey.

Probably not. Most standard General Liability policies were written before generative AI existed and may contain exclusions for "software errors" or "algorithmic decision making." You likely need Tech E&O coverage.

Cyber Liability insurance covers costs associated with data breaches, ransomware attacks, and cyber incidents including legal fees, client notification, credit monitoring, and business interruption.

Yes. Through our partnership with Grober Imbey, we provide private client services including umbrella policies, high-value property protection, and estate protection strategies.

Not anymore. In 2026, the cost of technology has dropped significantly. Most tools we implement cost less than a standard software subscription. The real cost is the labor hours you're currently wasting on manual work.

AI replaces tasks, not people. It handles robotic work (copy-pasting, sorting, calculating) so your human team can focus on high-value work like client strategy, relationship building, and creative problem solving.

Security is our foundation. Unlike generic tech agencies, we view everything through an insurance and risk-management lens. We use enterprise-grade wrappers for AI tools to ensure your data is never used to train public models.

No. If lead volume is less than 10 per month, manual follow-up is often superior. We'll honestly assess whether automation makes sense for your specific situation.

Our business consulting covers strategic planning, operations optimization, financial analysis, growth strategies, process improvement, and organizational development. We help you build systems that scale.

It varies by project. Some engagements are 1-2 months for specific projects, while others are ongoing partnerships. We'll outline a clear timeline during your consultation.

Yes! We offer free initial consultations to understand your needs and recommend the best solutions. There's no obligation or pressure—just practical guidance.

Payment terms vary by service. Some services are monthly retainers, others are project-based, and some are hourly. We'll provide clear pricing and terms before starting any work.

Not necessarily. While some services work best with ongoing relationships, we offer flexible arrangements. We earn your business every month through results, not contracts.

Typically 1-2 weeks for initial setup, depending on the service. For bookkeeping cleanup, it may take longer. We prioritize getting you set up correctly and efficiently.

We'll schedule a call or meeting to discuss your needs, assess your situation, and provide recommendations. If we're a good fit, we'll outline next steps, pricing, and timeline. No pressure—just clarity.

We use email, phone, video calls, and project management tools based on your preference. We believe in clear, consistent communication and quick response times.

We're based in New York (205 East 95th Street, NY 10128) but serve clients nationwide through virtual consultations and services.

MRE Consulting and Insurance serves families and businesses in all 50 states. While we are headquartered in New York, you do not need to be located in New York to work with us.

Yes! We serve clients across the United States. Many of our services can be delivered remotely, and we're licensed to provide services in multiple states.

Our standard hours are Monday-Friday, 9 AM - 6 PM EST. However, we offer flexible scheduling for consultations and can accommodate urgent needs outside regular hours.