Common Questions

How do I get started?

Begin by selecting and completing the intake form for the service you need. The information you provide will help us understand your situation and determine the appropriate next steps.

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?

Protecting your personal and financial information is a priority. Electronic information is handled through secure, encrypted systems rather than ordinary email whenever sensitive documents are involved. Physical documents are also handled carefully, kept in secure areas with access limited to authorized personnel, and securely destroyed when they are no longer required.

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

Fees vary based on the type, complexity, and scope of the work. Tax preparation fees are based on the forms and circumstances involved. Bookkeeping fees are determined after we learn about your business and, when necessary, review the condition and volume of your accounting records. You will receive clear pricing before any work begins.

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. QuickBooks is the platform we work with most frequently, but we do not require every client to use it. We are open to working with other accounting platforms, depending on the services needed and the features available within the system.

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

Bookkeeping & General Questions

Can you help with prior-year or amended tax returns?

Yes. We can assist with unfiled prior-year returns and amendments to previously filed returns. The records required and the appropriate next steps will depend on your circumstances and the years involved.