FAQ's
General FAQ's
What services do you offer?
We provide individual and small business tax returns, accounting services, bookkeeping, tax consulting, and tax resolution services.
How can I schedule a consultation?
You can schedule a consultation through our website’s Request A Meething form or by calling our office directly.
What are your office hours?
Our office hours are Monday through Friday, 9 AM to 5 PM. We also offer appointments outside these hours upon request.
Do you offer virtual consultations?
Yes, we offer virtual consultations via phone or video conferencing.
What is your experience with individual tax preparation?
Our firm has extensive experience in individual tax preparation, ensuring a stress-free and straightforward process for all clients. We have over 15 years of expertise, serving clients across various industries including real estate, restaurant ownership, dentistry, and contracting.
How do you ensure the accuracy of my tax return?
Our experienced team uses thorough review processes that includes multi-step quality control review to ensure accurate filing.
What are your fees for your services?
Our fees are reasonable and competitive, reflecting the high quality and thoroughness of our services. Please contact us for specific pricing.
Do you file returns for residents in all 50 states?
Yes, we provide tax filing services for residents in all 50 states.
What are your payment policies?
Completed tax returns will be released only upon full payment for all services. Similarly, representation before and/or negotiations with the IRS/State will commence and continue only once the account balance is paid in full.
What is your down payment requirement?
A down payment will be determined on a case-by-case basis.
Individual Tax Returns
What documents do I need to provide for my tax return?
You will need to provide W-2 forms, 1099 forms, any documentation of deductions, and the previous year’s tax return, if available. For a comprehensive list, please refer to our Tax Appointment Checklist under the Resources tab.
How long does it take to prepare an individual tax return?
The time varies depending on the complexity of your return, but it typically takes 2-3 weeks once all documents are received.
Can you help me with past-due tax returns?
Yes, we can help you file past-due tax returns and resolve any related issues.
Small Business Tax Returns
How can you help my small business with taxes?
We provide comprehensive tax preparation, planning, and consulting services tailored to small businesses to maximize profitability and ensure compliance
What information do you need to prepare a small business tax return?
We will need your financial records, including income and expense statements, balance sheets, and any prior tax returns.
Do you offer services for LLCs and corporations?
Yes, we provide tax preparation and accounting services for all types of business entities, including LLCs and corporations.
Accounting Services
What accounting software do you support?
We support QuickBooks Online, and Xero accounting software.
Can you help me set up my accounting system?
Yes, we offer services to help set up and customize your accounting system to fit your business needs.
Do you provide ongoing bookkeeping services?
Yes, we provide ongoing bookkeeping services to keep your financial records up-to-date and accurate.
How do you handle bookkeeping for small businesses?
We provide meticulous bookkeeping services to keep your financial records accurate and up-to-date, aiding in financial planning and tax preparation.
Can you assist with payroll services?
Yes, we offer comprehensive payroll services to ensure your employees are paid accurately and on time, while also handling payroll taxes and filings.
Tax Resolution Services
What is tax resolution?
Tax resolution involves addressing and resolving tax problems such as audits, notices, or inquiries from the IRS or State Revenue Department. We offer representation and solutions to handle these issues effectively.
How can you help me with my tax debt?
We can negotiate with the IRS on your behalf to settle your tax debt, arrange payment plans, or submit an offer in compromise.
What should I do if I receive an audit notice from the IRS?
Contact us immediately. We will provide the necessary representation and guidance to address and resolve the audit with the IRS or State Revenue Department.
Billing and Payments
How do you determine your fees?
Our fees are based on the complexity and scope of the services provided. We offer a free initial consultation to discuss your needs and provide a quote.
What payment methods do you accept?
We accept various payment methods, including credit/debit cards, checks, and electronic bank transfers.
Contact Information
How can I contact you?
The best way to contact us is by filling out the “Request A Meeting” form on our website. Additionally, you can reach us via phone and email.
Where is your office located?
Our office is located at 301 McCullough Drive, Suite 400, Charlotte, North Carolina, 28262
Additional FAQ's
Do you offer year-round support?
Yes, we offer year-round support for all our clients, including tax planning, bookkeeping, and any tax-related questions or issues that may arise outside of tax season.
Can you help with back taxes and unfiled returns?
Absolutely. We can assist you in filing back taxes and resolving any issues related to unfiled returns, helping you get back in good standing with the IRS.
How do you handle confidentiality and data security?
We take your privacy and data security very seriously. We use secure systems and protocols to protect your personal and financial information
Do you provide financial planning and advisory services?
Yes, we provide financial planning and advisory services to help you achieve your financial goals and make informed decisions about your finances.
How do you stay updated with tax laws and regulations?
Our team regularly participates in continuing education and professional development to stay current with the latest tax laws and regulations.
What are the benefits of hiring a CPA over using tax software?
Hiring a CPA provides personalized service, expert advice, and peace of mind that your taxes are prepared accurately and in compliance with current laws. We can also provide ongoing support and address complex tax situations that software may not handle effectively.