Questions
Frequently asked questions
Short answers to the most common questions about meetings, documents, deadlines and the calculators.
How does the first meeting work?
Call or send a WhatsApp message to set a time. In the meeting we listen to what your business does, how many employees you have and how the books are kept today, and we list together which services you need.
How are your fees set?
Fees depend on the type of business, monthly transaction volume and the number of employees, and they are set out in a written engagement letter. Because the scope differs from client to client, the fee is quoted after the first conversation, once the work is clear.
How do I send my documents?
You can drop off paper documents at the office or send them by email or through a secure shared folder. The delivery method and the monthly delivery date are agreed in the first meeting and confirmed in writing.
What happens if I miss a filing deadline?
Filing a return late or paying the tax late can lead to IRS penalties and interest, and states have their own. The amounts depend on the tax and how late it is, so check current IRS guidance and talk to your CPA about your case. Filing on time even when you cannot pay in full generally limits the penalties.
Can I switch to your firm from another accountant?
Yes. When you change accountants, prior returns, books and payroll records are handed over to the new firm. If you switch in the middle of the year, which months each firm is responsible for is agreed in writing.
Can I make tax decisions by reading this site?
No. The guides and calculators on this site show the general picture and a rough estimate; rates and limits change from year to year. For your own situation, talk to a CPA with your records in hand.
Are the calculators exact?
No. The calculators use example figures for 2026 and give a rough estimate. Actual payroll and tax amounts depend on each person's forms, year-to-date figures, credits and current law, so check the figures against current IRS and state sources before relying on them.
Why are there no prices or client reviews on the site?
Fees depend on the scope of the work, so they are quoted after a conversation. CPA advertising is governed by state board of accountancy rules and the AICPA Code of Professional Conduct, which prohibit false or misleading claims, so this site sticks to factual, informational content.
Meeting
If your question is not answered here, give us a call.