FREQUENTLY ASKED QUESTIONS
The Answers You Need
HOW LONG SHOULD I KEEP MY TAX RECORDS FOR?
The IRS has various periods of limitations with regards to keeping records of your tax returns. We make storage of your tax returns effortless and care-free. Using bank level encryption, we host all prepared returns and documents provided via a cloud-based service which you will have access to 24 hours a day, 7 days a week, 365 days a year.
WHAT ARE YOUR SERVICE FEES?
Our accounting and tax services are based on the complexity of the work being performed and the experience level of the staff performing the work. We are happy to provide a quote prior to performing all work.
ARE THERE ACCOUNTING SERVICES THAT YOU DON'T PROVIDE?
We offer many services, however, we do not offer services for compiled or reviewed financial statement services, non-profit tax or accounting services, payroll services, or audit services.
We work with many professionals in the greater Sacramento area and are happy to recommend service providers who can assist you with any of the services we don't provide.
WHERE IS THE WORK PERFORMED?
Everywhere! In our office, in your office, or virtually. We are flexible and able to meet your needs.
DO YOU REQUIRE A RETAINER?
Yes. Your retainer payment is like a deposit or prepayment that we apply against your invoice; it's not an extra charge of any kind. It is our policy that before we begin with any work, we receive a retainer and have an engagement letter on file. Our engagement letter spells out the scope of our engagement, the exact work to be done, our retainer and our responsibilities. If our invoice is less than your retainer, the unused portion is refundable.
CAN YOU E-FILE MY TAX RETURN? WILL I BE CHARGE EXTRA FOR E-FILING?
Yes! We are an authorized e-file provider and strive to e-file as many returns as we possibly and reasonably can. We do this as we feel it provides a safe and secure method of ensuring that our client's returns are filed.
Absolutely not. There are no hidden fees to our clients related to e-filing a tax return.
HOW DO I OBTAIN COPIES OF DOCUMENTS FROM YOUR FILES?
If you need an additional paper or electronic copy of a tax return, tax organizer, or any other document we may have on file, you may request copies by contacting any of our staff.