fREQUENTLY ASKED QUESTIONS
Our FAQ section should provide you with some of the most commonly asked questions. If you do not find something you looking please get in touch.
What will tax professional do for me?
Tax professionals can help navigate the tax code. We are able to utilize different sections of the tax code to help
how are the tax returns billed?
Tax returns are billed by the form. Included in the tax return is a mid-year review to ensure there a no tax surprises at the end of the year.
what if i need a tax planning appointment?
Tax planning appointments are billed hourly. If any research is needed, that will be billed as part of the appointment.
Can you give me examples of how I will save money?
Depending on your tax situation, there are different deductions and credits we can utilize to lower the tax liability. We can give you different scenarios as to how they will affect you specifically
Privacy
Your privacy is important to us. Read the following privacy policy.
We collect nonpublic personal information about you from various sources, including:
* Interviews regarding your tax situation
* Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data
* Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.
We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.
We collect nonpublic personal information about you from various sources, including:
* Interviews regarding your tax situation
* Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data
* Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.
We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.