Document Submission
Did you receive my documents?
Documents submitted through the client portal are received electronically and reviewed according to our workflow. There is no need to request confirmation, as your documents become part of your file and our review process.
Can I submit additional documents after I've already uploaded my information?
Yes. Please upload any additional documents through the client portal so they are securely added to your file. If the additional information changes work already completed, additional preparation fees may apply.
Can I email my tax documents?
Whenever possible, please use the secure client portal. The portal provides a safer and more organized way to submit confidential information.
Should I send duplicate copies just in case?
No. Duplicate submissions create additional review time and may delay processing.
What if I forget something after my return has been completed?
Please contact our office as soon as possible. If changes are needed before filing, we will update your return. If changes are required after filing, an amended return or additional services may be necessary.
Tax Return Preparation
When will my tax return be completed?
Returns are prepared in the order complete information is received while prioritizing filing deadlines and time-sensitive matters. Completion times vary depending on the complexity of the return and the time of year.
Can you tell me how much my refund will be?
Refunds and balances due cannot be determined until your tax return has been completed and reviewed.
Can you prepare my return if I'm still waiting for one tax document?
We generally wait until all required information has been received before beginning preparation. This helps avoid unnecessary revisions and reduces the possibility of errors.
Can you prepare my return today?
Because every return requires careful review and attention to detail, we do not offer same-day or priority preparation services.
Can you file an extension for me?
Yes. If additional time is needed to complete your return, we can prepare and file an extension when appropriate. Please remember that an extension provides additional time to file, not additional time to pay taxes owed.
Communication
How quickly will you respond to my email?
General inquiries are typically answered within 2–5 business days. Time-sensitive matters and statutory deadlines receive priority.
Should I send a follow-up email if I haven't heard back?
Please allow the stated response time before following up. Additional emails create additional items to review and may delay our response.
Why haven't I received an immediate response?
Providing accurate accounting and tax services requires dedicated time for both client communication and completing client work. Your message has been received and will be addressed according to our workflow and applicable deadlines.
Can I call instead of emailing?
Certainly. If your matter requires discussion, we ask that you schedule an appointment so dedicated time can be reserved for your questions.
Can I stop by without an appointment?
Our office operates by appointment so we can provide each client with our full attention. Please contact us in advance to schedule a convenient time.
Appointments
How do I schedule an appointment?
Please contact our office and provide several dates and times that work for you. We will schedule the first mutually convenient appointment.
Why do appointments need to be scheduled?
Scheduling appointments allows us to prepare for your meeting, review your information in advance when appropriate, and give your questions our full attention.
Do you offer evening appointments?
Limited appointments outside normal business hours may be available by prior arrangement when scheduling permits.
Fees and Services
Is there a charge for answering questions?
Routine questions related to work currently being performed are generally included. Requests requiring additional research, planning, agency contact, compliance review, bookkeeping, or services outside the scope of your engagement may be billed separately.
What if I need bookkeeping help before my tax return can be prepared?
We are happy to assist. Bookkeeping and accounting services are billed at our standard hourly rate.
Do you prepare multiple years of tax returns?
Yes. A deposit is required before work begins on multiple-year engagements.
New Clients
Are you accepting new clients?
Please contact our office to discuss your needs. We are selective in accepting new clients to ensure we can continue providing the level of service our clients expect.
What should I bring to my first appointment?
Requirements vary depending on the services requested. Please see our Individual or Business Tax Preparation Checklists for detailed information.
General Questions
Will you contact me if you need more information?
Yes. If additional information or clarification is needed, we will contact you.
What happens after my return is finished?
You will receive a copy of your completed return for review. We are happy to schedule an appointment to answer questions and discuss tax planning opportunities before filing.
Why does your firm work by appointment?
Scheduling appointments and organizing communication allows us to devote uninterrupted time to preparing accurate returns, researching complex issues, and providing thoughtful advice to every client.
What makes your firm different?
Our focus is on providing careful, accurate, and personalized accounting and tax services. We believe our clients receive the greatest value when they can rely on us to handle the details while they focus on running their businesses and achieving their personal goals.
Did you receive my documents?
Documents submitted through the client portal are received electronically and reviewed according to our workflow. There is no need to request confirmation, as your documents become part of your file and our review process.
Can I submit additional documents after I've already uploaded my information?
Yes. Please upload any additional documents through the client portal so they are securely added to your file. If the additional information changes work already completed, additional preparation fees may apply.
Can I email my tax documents?
Whenever possible, please use the secure client portal. The portal provides a safer and more organized way to submit confidential information.
Should I send duplicate copies just in case?
No. Duplicate submissions create additional review time and may delay processing.
What if I forget something after my return has been completed?
Please contact our office as soon as possible. If changes are needed before filing, we will update your return. If changes are required after filing, an amended return or additional services may be necessary.
Tax Return Preparation
When will my tax return be completed?
Returns are prepared in the order complete information is received while prioritizing filing deadlines and time-sensitive matters. Completion times vary depending on the complexity of the return and the time of year.
Can you tell me how much my refund will be?
Refunds and balances due cannot be determined until your tax return has been completed and reviewed.
Can you prepare my return if I'm still waiting for one tax document?
We generally wait until all required information has been received before beginning preparation. This helps avoid unnecessary revisions and reduces the possibility of errors.
Can you prepare my return today?
Because every return requires careful review and attention to detail, we do not offer same-day or priority preparation services.
Can you file an extension for me?
Yes. If additional time is needed to complete your return, we can prepare and file an extension when appropriate. Please remember that an extension provides additional time to file, not additional time to pay taxes owed.
Communication
How quickly will you respond to my email?
General inquiries are typically answered within 2–5 business days. Time-sensitive matters and statutory deadlines receive priority.
Should I send a follow-up email if I haven't heard back?
Please allow the stated response time before following up. Additional emails create additional items to review and may delay our response.
Why haven't I received an immediate response?
Providing accurate accounting and tax services requires dedicated time for both client communication and completing client work. Your message has been received and will be addressed according to our workflow and applicable deadlines.
Can I call instead of emailing?
Certainly. If your matter requires discussion, we ask that you schedule an appointment so dedicated time can be reserved for your questions.
Can I stop by without an appointment?
Our office operates by appointment so we can provide each client with our full attention. Please contact us in advance to schedule a convenient time.
Appointments
How do I schedule an appointment?
Please contact our office and provide several dates and times that work for you. We will schedule the first mutually convenient appointment.
Why do appointments need to be scheduled?
Scheduling appointments allows us to prepare for your meeting, review your information in advance when appropriate, and give your questions our full attention.
Do you offer evening appointments?
Limited appointments outside normal business hours may be available by prior arrangement when scheduling permits.
Fees and Services
Is there a charge for answering questions?
Routine questions related to work currently being performed are generally included. Requests requiring additional research, planning, agency contact, compliance review, bookkeeping, or services outside the scope of your engagement may be billed separately.
What if I need bookkeeping help before my tax return can be prepared?
We are happy to assist. Bookkeeping and accounting services are billed at our standard hourly rate.
Do you prepare multiple years of tax returns?
Yes. A deposit is required before work begins on multiple-year engagements.
New Clients
Are you accepting new clients?
Please contact our office to discuss your needs. We are selective in accepting new clients to ensure we can continue providing the level of service our clients expect.
What should I bring to my first appointment?
Requirements vary depending on the services requested. Please see our Individual or Business Tax Preparation Checklists for detailed information.
General Questions
Will you contact me if you need more information?
Yes. If additional information or clarification is needed, we will contact you.
What happens after my return is finished?
You will receive a copy of your completed return for review. We are happy to schedule an appointment to answer questions and discuss tax planning opportunities before filing.
Why does your firm work by appointment?
Scheduling appointments and organizing communication allows us to devote uninterrupted time to preparing accurate returns, researching complex issues, and providing thoughtful advice to every client.
What makes your firm different?
Our focus is on providing careful, accurate, and personalized accounting and tax services. We believe our clients receive the greatest value when they can rely on us to handle the details while they focus on running their businesses and achieving their personal goals.