Question 1

What information do you need from me?

Accepted Answer

The information required depends on your situation. Generally, we request prior-year tax returns, income documents, and relevant financial records. We will provide a clear checklist at the start of the engagement.

Question 2

What services do you provide?

Accepted Answer

We provide professional tax preparation, tax planning, and tax compliance services for individuals and businesses. Our services are designed to help clients meet their filing obligations accurately and efficiently while understanding their overall tax situation.

Question 3

Should I / Do I need to do a Tax Organizer?

Accepted Answer

Completing an Organizer helps significantly in preparing your tax return.  It helps you review your information for the year and helps us understand the information we should expect.  Although it may take some time to review based on your situation, it is a valuable tool for us all.

For returning clients, we have prepared and saved your personalized organizer in your client portal.  In addition we can provide it via other methods if preferred.  Please let us know if we can help in any way.

You can also find a blank general organizer in the "Organizers" section of our FAQ.

Question 4

Who do you work with?

Accepted Answer

We work with individuals, families, small businesses, and other entities across a variety of industries. Our services are tailored to each client’s circumstances and needs.

Question 5

Do you offer tax planning or only tax preparation?

Accepted Answer

In addition to tax preparation, we offer tax planning services. Tax planning focuses on proactive strategies and long-term considerations, while tax preparation ensures accurate and timely filing based on completed financial information.

Question 6

Do you require an engagement agreement?

Accepted Answer

Yes. We use engagement agreements to clearly define the scope of services, responsibilities, and expectations for both parties before work begins.

Question 7

How do I submit my documents?

Accepted Answer

We offer secure methods for submitting documents, including encrypted electronic portals. For security reasons, we discourage sending sensitive information through unencrypted email.

Question 8

How are your fees determined?

Accepted Answer

Fees are based on factors such as the scope of work, complexity, and time involved. We do not base fees on tax results or outcomes.

Question 9

Do you provide estimates?

Accepted Answer

We typically provide an estimated fee range once we understand the scope of the engagement. Final fees will vary if the scope changes.

Question 10

When is payment due?

Accepted Answer

Payment terms are outlined in the engagement agreement and we generally require payment before filing or delivery of final work.

Question 11

Will you file my tax return for me?

Accepted Answer

We prepare tax returns and, upon authorization, can electronically file them on your behalf.

Question 12

What happens if I miss a deadline?

Accepted Answer

If a filing deadline is approaching or has passed, contact us as soon as possible. We can discuss available options and next steps based on your situation.

Question 13

Can you file extensions?

Accepted Answer

Yes, we can assist with filing extensions when appropriate. An extension generally provides additional time to file, not additional time to pay.

Question 14

What are my responsibilities as a client?

Accepted Answer

Clients are responsible for providing complete, accurate information and reviewing their tax returns before filing. We encourage clients to ask questions if anything is unclear.

Question 15

How do you communicate with clients?

Accepted Answer

We communicate through secure portals, email, phone, or scheduled meetings, depending on the matter and client preference.

Question 16

Do you offer year-round support?

Accepted Answer

Yes. We are available year-round to assist with tax-related questions, notices, and planning needs.

Question 17

Can you help if I receive a notice from a tax authority?

Accepted Answer

Yes. If you receive a notice, please share it with us promptly so we can review and discuss appropriate next steps.

Question 18

How do you protect my information?

Accepted Answer

We take confidentiality and data security seriously and use safeguards designed to protect client information in accordance with professional standards.

Question 19

Will my information be shared with third parties?

Accepted Answer

Client information is not shared with third parties except as required by law or with the client’s authorization.

Question 20

Do you provide legal or financial advice?

Accepted Answer

Our services are limited to tax and accounting matters within the scope of the engagement. We do not provide legal or investment advice.

Question 21

Can you give advice without preparing my return?

Accepted Answer

We may provide standalone consulting or planning services under a separate engagement agreement.