Frequently Asked Questions
Can you handle both my business and personal tax return filings?
Yes, and it’s recommended that we handle both so that we can see the full picture. This allows us to maximize tax planning ideas tailored to your entire financial situation.
Can I drop off my tax documents at your office?
We run a 100% paperless office. As such, all documents are required to be sent to us in a digital format. (Taking pictures with your mobile phone is perfectly fine.) Likewise, we will provide only a digital PDF copy of your tax return and/or financial statements. We use a secure client portal for the safe exchange of your documents.
Do you charge a flat rate or by the hour?
We charge a flat rate whenever possible so that you can budget effectively. You will be given an upfront price for most bookkeeping and tax projects. However, for certain projects, such as accounting cleanup or consultation work, it may be subject to an hourly rate if the amount of work involved is uncertain. In those cases, we try our best to give an estimate of cost.
Will you charge me an hourly rate every time I ask you a question?
No, not usually. There is no extra charge for basic questions that can be answered quickly. If you need consultation that necessitates research, tax planning, or calculations of various scenarios, then you will be billed at an hourly rate.
Will I be able to contact Tracy directly if I have questions or if I have a problem?
Yes. Tracy personally handles all communication and workload. At this time, we have no plans to expand our practice. We keep the number of client slots very limited. This allows us to ensure that each client gets the care and attention they deserve.
Will you meet or work onsite at my business location?
We operate entirely from a remote location so that we are able to serve anyone in the U.S. However, if you are located in the Greater St. Louis area, we can meet up for lunch and a visit!
Do you provide attest, audit, review, or compilation services?
No, but we can refer you to another CPA who does.
Do you provide bookkeeping services?
No, but we can refer you to another professional who does. Depending on workload, we may be able to help with one-time cleanup projects and/or training on how to use QuickBooks Online.