Onboarding Process
We have a system in place that is simple and efficient (from the moment you contact us)
- Once you get in contact with us, we provide with a basic questionnaire where you let us know your current situation.
- Once we receive this basic questionnaire, we are ready for a phone or virtual consultation (i.e. Zoom, Google Meet), up to 30 minutes. We also provide you with a quote for the service.
- Once you agree with the quote, we start the onboarding process
- Tax questionnaire
- Secure link to our document cloud where you can securely upload your documents
- We collect payment for our services (an invoice is forwarded to your email - you can make payment using bank transfer, debit/credit card using VISA, MASTERCARD, AMERICAN EXPRESS, DISCOVER)
- We start working and we stay in touch if we have further questions (we always have questions, so your cooperation is very important!).
- We deliver the work in a timely manner
Technology FAQs
I'm concern about sending my tax documents to you. What secure method can you provide?
No worries. We have a secure online cloud storage. It's very friendly user and requires no registration. Upon coming to an agreement, We provide a link where you can securely upload your documents.
Once you're finished completing my work, how will you deliver my documents?
Upon completion of work, our secure online cloud storage will provide you with a link where you can securely access your documents. This link has an expiration date of 7 days.
How do I sign my tax documents or any related important document?
We utilize HelloSign where you can sign digitally (whether this document is a tax return, engagement letter, online questionnaire, etc).
General FAQs
Do you charge for a consultation?
No, we provide 30 minutes free consultation.
Tax FAQs
Why can't I simply do my taxes online with Turbo Tax or other online tax preparation provider?
You certainly can. Please keep in mind that, although these online retail tax providers are somewhat efficient, there is plenty of room for error on your behalf and the tax software's assumptions. Especially, if you have a complicated tax return. It is best to let a tax pro handle this for you.
I submitted my own tax returns, but I made mistakes or did not include other important information about my income? Can you fix this?
Yes, once we analyze your case, we can look to amend the tax returns.
Bookkeeping FAQs
How do you provide bookkeeping services?
We provide virtual bookkeeping services through the online bookkeeping software "Quickbooks." This is a very sophisticated bookkeeping software that handles all bookkeeping aspects - from a start up to a developed business.
What bookkeeping software are you proficient?
As of now, we specialize only in Quickbooks.
My bookkeeping is a mess; I have not updated my books in months. Can you fix my books?
Yes, this is a bookkeeping cleaning. Upon analysis of you case, we will provide you with options to get you up to date.
Do you offer payroll?
Yes, why can provide solutions depending on the complexity of your business.
Tax Resolution FAQs
I have not filed taxes in many years and I have a large tax debt; can you help?
Yes, upon reviewing you unique case, we can come up with a plan to get you in compliance with the IRS.
I have received threatening letters from the IRS; can you help?
Yes, urgent action is necessary to stop the IRS from either garnishing or levying your assets.
Recordkeeping
We retain copies of your records and our work papers from yourengagement for up to seven years, after which these documents will be destroyed.