FAQs

Tax Preparation Services FAQs

  • We provide comprehensive tax preparation services for both individuals and small businesses, including:

    • Federal tax returns

    • State tax returns

    • City tax returns

    • Multi-state tax filing

    • Prior year tax returns

    • Tax planning and consultation We use professional tax software (Drake) to ensure accuracy and maximize your deductions while maintaining full IRS compliance.

  • To make your tax preparation smooth and efficient, please bring:

    • W-2s, 1099s, and other income statements

    • Social Security numbers for you and dependents

    • Previous year's tax return (if you're a new client)

    • Receipts for deductible expenses

    • Business income and expense records (if applicable)

    • Any tax-related correspondence received from the IRS We'll provide a detailed checklist when you schedule your appointment.

  • Most individual tax returns can be completed within 1-2 hours. Business returns may take longer depending on complexity. We prioritize both accuracy and efficiency to respect your time while ensuring everything is done correctly.

  • Don't panic! Contact us immediately if you receive any IRS correspondence. We'll help you understand the notice and determine the appropriate response. For returns we've prepared, we'll work with you to resolve any IRS inquiries at no additional charge.

  • Yes, we can help with unfiled tax returns from previous years. We'll work with you to:

    • Gather necessary documentation

    • File accurate returns

Bookkeeping Services FAQs

  • Our comprehensive bookkeeping services include:

    • Monthly account reconciliation

    • Expense tracking and categorization

    • Financial statement preparation

    • Accounts payable and receivable management

    • QuickBooks setup and maintenance

    • Financial record organization

    • Monthly, quarterly, or annual reporting We customize our services to meet your specific business needs.

  • We recommend monthly bookkeeping to maintain accurate financial records and make informed business decisions. However, we can accommodate quarterly or annual bookkeeping based on your business needs and preferences.

  • Yes! We're experienced with QuickBooks and can help with:

    • Initial setup and customization

    • Daily/monthly transaction management

    • Training on QuickBooks usage

    • Troubleshooting and cleanup

    • Financial report generation

Small Business Services FAQs

  • We provide comprehensive services tailored for small businesses, including:

    • Business tax preparation

    • Monthly bookkeeping

    • Financial statement preparation

    • QuickBooks setup and training

    • Business expense tracking. We focus on helping businesses maintain accurate financial records while identifying opportunities for tax savings.

  • Yes! We assist new businesses with:

    • Setting up accounting systems

    • Establishing record-keeping procedures

    • Creating a financial organization system. We'll help you start your business on the right financial footing.

Pricing and Payment FAQs

  • Our tax preparation fees vary based on the forms required and complexity of your return. Bookkeeping services are priced based on:

    • Volume of monthly transactions

    • Complexity of services needed

    • Frequency of service (monthly, quarterly, annual) We provide clear pricing information before beginning any work, so there are no surprises.

  • Yes, we understand that tax preparation can be a significant expense. We offer flexible payment options and can discuss payment plans that work for your budget. Please ask about available options during your consultation.

Appointment and Process FAQs

  • You can schedule an appointment by:

  • We're located in Tipp City, Ohio, and serve clients throughout the surrounding area. We can also work remotely with clients using secure file sharing and virtual meetings when appropriate.

Security and Privacy FAQs

  • We take security seriously and implement multiple layers of protection:

    • Professional tax and accounting software with encryption

    • Secure file sharing through Google Drive

    • Regular virus software updates

    • External backup systems

    • Professional liability insurance coverage. All client information is treated with strict confidentiality.

  • We use secure Google Drive links for document sharing and maintain strict protocols for handling sensitive information. All electronic communications containing personal information are encrypted.