Please reach us at info@accountingsolutionsforyou.com if you cannot find an answer to your question.
All work at Accounting Solutions For You is completed under the direction of a degreed accountant with formal education in accounting and financial analysis. Continuous education and review of IRS guidance help ensure accuracy, compliance, and consistency across all services.
Our services are not limited to any one industry. We support individuals and small businesses with a variety of operating models, focusing on compliance, organization, and sound financial practices rather than industry-specific specialization.
Yes, Accounting Solutions For You offers remote accounting services to clients who are unable to meet in person or prefer to work with us virtually.
The cost of our services varies depending on the type and complexity of the work involved. We offer competitive pricing and will provide a free quote for any project.
Please reach us at info@accountingsolutionsforyou.com if you cannot find an answer to your question.
The initial consultation (about 30 minutes) allows us to understand your tax situation, identify any potential issues, and determine the scope of work required. This ensures we can provide accurate pricing and confirm that our services are a good fit for your needs. No tax preparation work is performed during this consultation.
An engagement letter is a written agreement that clearly outlines the services we will provide, the responsibilities of both parties, and the associated fees. This protects both you and our firm by ensuring transparency and preventing misunderstandings before work begins. Tax preparation services begin only after the engagement letter is signed.
Tax preparation requires a significant investment of professional time and expertise. Depending on the complexity of your return, we require either a non-refundable retainer or full payment before work begins. This allows us to reserve time for your return, prioritize your work, and maintain consistent service for all clients.
Required documents vary based on your tax situation, but generally include income statements (W-2s, 1099s), expense records, and other relevant tax documents. New clients are also required to provide copies of prior-year tax returns, including schedules and supporting documentation.
Typically, we request at least three years of prior tax returns. In some cases, additional years may be required to properly document items that affect the current return, such as carryforwards, depreciation, or prior filing issues.
If your prior returns are not readily available, we can either:
We’ll help you choose the option that best fits your situation.
We use a secure file transfer system to protect your personal and financial information. You’ll receive clear instructions on how to upload documents safely and easily. We do not accept sensitive tax documents via email for security reasons.
Absolutely. We believe informed clients make better decisions. We’re happy to answer questions and provide clarification throughout the tax preparation process.
Please reach us at info@accountingsolutionsforyou.com if you cannot find an answer to your question.
The free consultation (approximately 30 minutes) allows us to learn about your business, understand your bookkeeping needs, and answer any questions you may have. This conversation helps both parties determine whether it makes sense to move forward.
If we mutually decide to explore working together, we’ll schedule a brief discovery session where you invite us to view your QuickBooks or other accounting system. This allows us to assess transaction volume, review the overall condition of the general ledger, and identify any potential issues. There is no charge for this review.
Bookkeeping needs can vary significantly from one business to another. Reviewing your accounting file allows us to accurately define the scope of work, avoid surprises, and provide fair, transparent pricing based on your actual needs.
After reviewing your records, we’ll discuss any findings and recommendations and provide a detailed work proposal outlining the scope of services and fees. No work begins until both parties agree on the terms.
The engagement letter formally documents the services to be provided, the responsibilities of each party, and pricing. This ensures clarity and protects both you and our firm. Bookkeeping services begin only after the engagement letter is signed.
Once the engagement letter is signed, we’ll collect basic business details and legal documents as needed. We’ll also coordinate secure access to your accounting software, bank accounts, and any relevant platforms required to perform the work.
Bookkeeping services are billed upfront and paid in advance. This allows us to dedicate time to your account, maintain consistent service, and deliver work efficiently. Pricing is based on the agreed scope of work and may vary depending on transaction volume and complexity.
Work begins once onboarding is complete, system access is established, and payment has been received.
No, you are not required to use QuickBooks.
While we are certified QuickBooks ProAdvisors and frequently work with QuickBooks because of its reliability and robust reporting features, we can also assist clients who use other accounting software.
If you are already using a different platform, we’ll review your current system and determine whether it can support your bookkeeping and reporting needs. In some cases, we may recommend QuickBooks if it would improve accuracy, efficiency, or long-term scalability—but that decision is always discussed with you first.
Our goal is to work with the system that best fits your business, not to force a one-size-fits-all solution.