FAQ's
Smart & Hassle-Free Tax Filing in the Digital Age
Got Questions? We Have Answers
Everything you need to know about the product and billing.
Do you prepare individual tax returns?
Yes, we prepare personal income tax returns accurately and on time, ensuring you claim all eligible deductions and credits.
Can you help if I missed filing previous years’ taxes?
Absolutely. We handle prior-year and amended returns, helping you get compliant quickly.
Do you offer help if I get an IRS notice?
Yes. We provide IRS and state notice resolution, so you don’t have to deal with tax authorities alone.
What if I work in multiple states?
We are experienced in multi-state tax filings and ensure you remain compliant everywhere you earn.
Do you help with budgeting and personal finance planning?
Yes, we provide advisory support to help you understand cash flow, savings, and long-term financial goals.
Can you advise on retirement plan options?
Yes, we guide you on tax-efficient retirement contributions (401k, IRA, SEP) to maximize savings.
Do you prepare estate or trust returns?
Yes, we handle trust and estate tax filings (Form 1041) and provide related guidance.
How do you keep my information secure?
We use encrypted systems and secure online portals to protect all your personal and financial data.
Do you provide year-round tax planning?
Yes. We take a proactive approach with quarterly reviews to reduce surprises at tax time.
How much does it cost to file individual taxes with you?
We use transparent, fixed-fee pricing based on the complexity of your return. No hidden charges.
What is included in bookkeeping services?
Our bookkeeping covers monthly reconciliations, expense categorization, financial statements, and real-time reporting.
What is the Business Owner Package?
It’s a bundled service for small business owners that includes bookkeeping, payroll, tax compliance, and advisory support.
Do you handle payroll processing?
Yes, we manage end-to-end payroll, including employee payments, tax withholdings, and year-end filings.
Can you help me choose the right business structure?
Yes, we advise on LLC, S-Corp, and C-Corp structures based on tax impact and growth plans.
Do you provide financial modelling?
Yes, we build models for existing businesses, new ventures, and investment decisions.
What is a feasibility study and investment memorandum?
It’s a detailed report on risks, returns, and market potential — often used to evaluate projects or pitch investors.
Can you help with mergers or acquisitions?
Yes, we provide valuation, due diligence, deal structuring, and post-deal integration support.
Do you offer tax planning for businesses?
Yes, from quarterly tax estimates to long-term planning, we minimize liabilities and improve cash flow.
Can you represent my business in an audit?
Yes, we handle audit assistance, negotiate with tax authorities, and represent you before the IRS.
Do you provide ongoing advisory support?
Yes, through unlimited phone/email consultation and strategic sessions, we act as your financial partner year-round.