Frequently Asked Questions (FAQs)

 Yes, we do match prices. And if you signup with us today, we will provide an additional 5% discount! Do you want to get started? 

Our firm utilizes Financial Cents for document sharing. See instructions below:

1. Access the portal from the homepage on our website or via the signature section of any emails sent by us.

2. Enter your email address.

3.  You will receive a link for a password-less sign-in experience.

A client portal is a cloud-based platform that our firm utilizes for document sharing. Specifically, the client portal is used for:

• Our clients upload their tax documents, copies of photo IDs, prior years' tax returns, and all other documents to us 24/7.
• We share documents of all completed work for your records. Simply log in to your account and download.
• Document storage. Normally, our W-2 professional clients, freelance clients, self-employed clients, investor clients, and business clients upload important documents throughout the year. Goes without saying, we strongly advise our clients to save copies as well.
• Direct messaging for quick and easy communications (DMs)

Yes. We file returns in all 50 states in the U.S. For pricing purposes, you can expect income tax returns in most states to cost approximately the same amount. Only a few states, such as California and Pennsylvania, typically have a higher cost due to increased state-specific standards in those states. 

 If we did not prepare your tax return last year, please upload the following for you, your spouse and any children or dependents: 

• Driver's license 
• Social security card 
• Complete set of the previous 2 years of tax returns for federal, state, and local. All pages and schedules of the filed returns.

The time it takes to prepare your returns depends on the complexity and the pace at which you upload all the requested documents. 

• Personal Income Tax Preparation of all complexities
• Multi-State Taxes
• ITIN Number 
• Capital Gains Taxation 
• Multi-State Planning
• RSUs, ISOs, & NSOs 
• Home Purchase Tax Savings 
• Rental Real Estate Tax Returns 
• Digital Assets Tax Returns 
• Crypto Tax Returns 
• Foreign Tax Services 
• Quarterly Taxes 
• Amended Tax Returns 
• Tax notices from the IRS, State, and local authorities
•  Tax Settlements of all kinds
• Offer in Compromise 

• LLC Tax Returns 
• S Corporation Tax Returns 
• C Corporation Tax Returns 
• Partnership Tax Returns 
• 1099 Filings 
• Payroll Tax Filings 
• S-Corporation Election 
• Quarterly Estimated Taxes 
• 990s Filings

1. Before the phone consultation:

·  An email will be sent, which will provide helpful resources for you to review before the phone consultation.

2. The Kickoff:

· Review and sign the Engagement Letter

· Access the client portal to finalize your setup (Quick, Easy, and Secure)

· Complete the Tax Questionnaire and return to us at your earliest convenience

3. Upload all documents to the client portal:

· Photo IDs (front & back copies, including spouse’s)

· All tax documents for the filing year (see checklist)

· The last 2 years of returns filed…complete set of IRS, State, & local (All pages)

4. Assemble your returns: 

A multi-step preparation and review process to ensure 100% accuracy and maximum tax savings.

5. Finalize: 

We provide an unfiled copy of your returns for your review and electronic signature. At this point, you will need to process payment for the remaining balance.

6. E-File your returns:

We will e-file the returns upon receiving confirmation of your signature(s) and payment. 

7. That's a wrap! 

You will receive a digital copy of your e-filed returns (usually 2-3 business days)

1. Before the phone consultation:

· Complete electronic Business Intake Form. Upon receiving confirmation of completion, an email will be sent confirming the date and time of the phone consultation.

· A second email will be sent, which will provide help resources for you to review before the phone consultation.

2. The Kickoff:

· Review and sign the Engagement Letter

· Access the client portal to finalize your setup (Quick, Easy, and Secure)

· Complete the Business Tax Organizer and return to us at your earliest convenience

3. Upload all documents to the client portal via Financial Cents

· Photo IDs of all owners (front & back copies)

· Upload financial reports (P&L statement, Balance Sheet at year-end, General Ledger at year-end, and Trial Balance at year-end)

· The last 2 years of returns filed…complete set of IRS, State, & local (All pages)

4. Assemble your returns: 

A multi-step preparation and review process to ensure 100% accuracy.

5. Finalize: 

We provide an unfiled copy of your returns for your review and electronic signature. At this point, you will need to process payment for the remaining balance.

6. E-File your returns:

We will e-file the returns upon receiving confirmation of your signature(s) and payment. 

7. That's a wrap! 

You will receive a digital copy of your e-filed returns (usually 2-3 business days)

For new clients, please upload the following in Excel format: 

• Income statement for the year 
• General ledger for the year 
• Balance sheet at year-end 
• Trial balance at year-end 

If you would like us to run the reports, please email access to your QuickBooks or other bookkeeping software. 

Please upload the following documents if this is your first time filing with us: 

• Form SS4 (Employee Identification Number) 
• Shareholder, Partnership, or LLC Agreement Details pertaining to any special tax allocations or treatment 
• Previous 3-years of federal income tax returns Include depreciation schedules 
• Previous 3-years of state and local income tax returns Include depreciation schedules 

For S-Corporations, please include the following if you are a new client: Form 2553 (Election by a Small Business Corporation) IRS Notice CP261 showing that they will be treating you as an S-corporation.

Yes, we can help take care of your personal or business books – our bookkeeping team can help sort pre-existing issues, we can help you plan ahead and keep your books in order. 

I already use an accounting software, can you still help?

Yes, whether you are using Xero, Intuit QuickBooks, SAGE, FreshBooks, or many other accounting software platforms, we can help – we can assist with tax returns, bookkeeping, financial statements, cash flow management, and financial review analysis. We provide full-service coverage including accounting services for small businesses, sole proprietors, self-employed, and medium & corporate organizations.

 We generally work with small and medium sized businesses, mom and pop shops, franchises and more. If you are looking for a strong, reputable tax accountant, look no further. Let us help you manage your taxes and tax obligations today. 

Our fees are listed on our website.

Yes, if you encounter any issues with the IRS or State Tax Agency in most cases we would be happy to represent you. 

 We offer full income verification – so, if you are looking to buy a property and are in the process of applying for or attempting to secure a mortgage, we can help with income verification – which is usually required for self-employed applicants. 

Ownership Events If any of the following occurred during the relevant tax year(s), please provide information and documentation where possible: 

• Additional investment by an owner 
• Dividends or distributions paid to an owner 
• Guaranteed payments made to an owner 
• Loans between the business and an owner or a person or entity related to an owner 
• Debt guaranteed by an owner directly or indirectly 
• Sale or exchange of an ownership interest 
• Any other changes in ownership 

For most tax services, payment is due upon completion of your tax return or other service. Some services, usually projects with a larger scope or longer term, will require a portion of the payment upfront. For more complex returns, you may be progress-billed (billed throughout the completion of your return(s) due to the size of the project). 

Debit Card, Credit Card, PayPal, Cash App, Venmo, Crypto, and Zelle 

A large majority of business owners benefit greatly from speaking with a tax professional. That's why we always advise business owners, especially new business owners, to hire a CPA to help navigate their tax situation.

We can never guarantee that we will save you money on your tax bill. However, we can guarantee that, by working with us, you will operate with a savvy tax strategy while remaining compliant with the IRS. We will show you our plan, discussing our strategies in a simplified manner to save you money.