FAQs

  1. General Services

    • What services do you offer?

      We offer tax preparation, accounting, financial consulting, bookkeeping, payroll services, and more. Please visit our Services page for a full list of offerings.

  2. Tax Preparation

    • What documents do I need to provide for tax preparation?

      You’ll need documents such as W-2s, 1099s, mortgage interest statements, investment income statements, and details about any deductions or credits you plan to claim. We will provide a full list upon request.

    • How early should I start preparing for tax season?

      We recommend gathering your documents as early as possible. Typically, tax season begins in January, but it’s a good idea to meet with your CPA well in advance to ensure you’re on track.

  3. Bookkeeping

    • How can you help with my business's bookkeeping needs?

      We provide tailored bookkeeping services to manage your business’s finances, including tracking income and expenses, reconciling accounts, and preparing financial reports.

  4. International Taxes

    • Do you handle international tax issues, such as foreign income or pensions?

      Yes, we have extensive experience with international tax issues, including foreign income, pensions, and compliance with IRS regulations for U.S. taxpayers abroad.

  5. ROBS Corporations

    • What is a Rollover as Business Startups (ROBS) Corporation, and do I qualify?

      ROBS allows you to use your retirement funds to finance a business without paying early withdrawal penalties or taxes. Contact us to see if this structure suits your needs and if you qualify.

  6. Canceled Debt Income

    • How do you handle canceled debt income on tax returns?

      Canceled debt income can be tricky, as it’s generally considered taxable. We ensure that any exclusions or reductions are applied properly, so you don’t pay more in taxes than necessary.

  7. Client Process & Communication

    • How do we communicate with clients?

      We communicate via email, phone, and virtual meetings. We also use secure online portals for document sharing to ensure confidentiality and ease of access for our clients.

    • How do I submit my documents?

      You can securely upload your documents through our client portal, or you can email or mail them to our office.

  8. Virtual Office

    • How does your virtual office work for remote clients?

      Our virtual office enables us to serve clients across the country and internationally. We use secure online tools for communication, document sharing, and tax filing, ensuring that distance is not a barrier.

  9. Deadlines & Extensions

    • What happens if I miss a tax deadline?

      Missing a tax deadline can result in penalties and interest. However, we can help file an extension or work with the IRS on your behalf to minimize the consequences.

  10. Tax Planning

    • Can you help with tax planning throughout the year?

      Yes, we offer proactive tax planning to help you manage your liabilities and take advantage of deductions and credits before the year-end.

  11. Pricing & Fees

    • How do you charge for your services?

      Our fees are based on the complexity and scope of the services provided. We offer competitive rates and will provide a clear estimate after an initial consultation.

  12. Consultations

    • Do you offer free consultations?

      Yes, we offer free initial consultations to discuss your needs and how we can help. You can schedule a consultation directly through our website.