QUESTIONS & ANSWERS
Frequently asked questions
Quick answers to what new and returning clients ask us most.
Do you speak Spanish?
Yes. Our whole team serves clients in English and Spanish.
Do I need to come into the office?
No. Most of our clients work with us online through their secure client portal. You're also welcome to visit us.
How do I send my documents?
After you get started, you can upload them securely in your client portal, or bring them to our office.
Is my information safe?
Your documents are stored in a secure client portal, and we only use your information to provide the services you agree to.
How much does it cost?
Pricing depends on your situation. We'll explain the cost before we start any work.
I got a letter from the IRS. What should I do?
Don't ignore it. Send us or bring us the full letter and we'll help you understand it and plan a response.
Can you help if I don't have a Social Security number?
Yes. We help with ITIN applications and renewals.
Do you help businesses?
Yes: LLC formation, EIN, bookkeeping, payroll, and business tax filings.
Can I refer a friend or family member?
Yes, and we appreciate it! Ask us about our referral program.
How do I log in to my client portal?
Use the "Client portal" link at the bottom of any page.
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