Frequently Asked Questions

About Our Firm

1. What services does your CPA firm provide?
   We offer individual and business tax preparation, tax planning, accounting and bookkeeping, payroll services, financial statement preparation, and consulting services tailored to our clients’ needs.

2. Who do you typically serve as clients?
   We work with individuals, families, small to mid-sized businesses, nonprofits, and closely held entities across a wide range of industries.

3. How do I become a new client?
   You can start by contacting our office through our website or by phone. We will schedule an initial consultation to understand your needs and determine how we can best assist you.

4. Do you work with clients remotely?
   Yes. We securely work with clients both locally and remotely using encrypted portals, electronic signatures, and virtual meetings when needed.

5. How do you protect my personal and financial information?
   We use secure technology, encrypted client portals, and strict internal data protection policies to safeguard your confidential information.

Tax Return & Tax Services

1. What information do I need to provide for my tax return?
   Common documents include W-2s, 1099s, prior-year tax returns, investment statements, and records of deductions or credits. We provide a checklist to help ensure nothing is missed.

2. When should I schedule my tax appointment?
   We recommend contacting us early in the tax season. Early scheduling allows more time for planning and helps avoid last-minute issues.

3. What is your turnaround time for tax returns?
   Turnaround time varies based on complexity and completeness of information, but most individual returns are completed within a few weeks after all documents are received.

4. Can you help if I’m missing tax documents?
   Yes. We can help identify what’s missing and discuss options, such as requesting duplicates or using IRS transcripts when appropriate.

5. Do you offer tax planning, not just tax preparation?
   Absolutely. Tax planning is a year-round service designed to reduce future tax liability and avoid surprises at filing time.

6. Will you e-file my tax return?
   Yes. Most federal, state, and local tax returns are filed electronically to ensure faster processing and confirmation of receipt.

7. What happens if I receive a letter from the IRS or state tax agency?
   Contact us immediately. We can review the notice, explain what it means, and assist with responding or resolving the issue.

8. Can you help with amended or prior-year tax returns?
   Yes. We prepare amended returns and can assist with prior-year filings, including addressing compliance issues.

9. How do you handle tax extensions?
   If needed, we can file an extension on your behalf. An extension gives more time to file, but not more time to pay any taxes due.

10. How are your fees determined?
    Fees are based on the complexity of the work, the time involved, and the scope of services provided. We aim to be transparent and fair with our pricing.