Common Questions

How do I start?

Simply book a free consultation and discovery session to discuss your accounting needs, whether tax preparation, bookkeeping, or something else.

Why is reviewing my accounting file important?

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.

How secure is my data?

Your information is protected using encrypted portals and strict privacy protocols.

How much does Accounting Solutions For You charge for its services?

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.

What documents will I need?

You can expect to provide basic items such as a photo ID, Social Security cards (or ITIN letters), income documents (W-2s, 1099s, etc.), and prior returns if available. But don't worry, we'll provide a secure, customized checklist once we know what applies to you.

What is an engagement letter, and how does it protect both of us?

An engagement letter is a standard agreement used by accounting professionals to outline services, timelines, and responsibilities clearly so there are no surprises. This protects both you and our firm.

Do you require clients to use QuickBooks?

No. While many of our clients use QuickBooks, we work with a variety of systems and can assist even if you’re not currently using accounting software. We’ll review your records and recommend the best approach based on your needs.

What if I don’t have copies of my prior tax returns?

If your prior returns are not readily available, we can either: Request transcripts from the IRS on your behalf (with proper authorization), or guide you step-by-step through obtaining them yourself. We’ll help you choose the option that best fits your situation.

Tax Questions

Other Questions