Frequently Asked Questions

For Individual & Business Tax Clients
This page answers common questions we receive from new individual and business clients during the intake process. Our goal is to ensure a smooth onboarding experience, accurate tax filings, and full compliance with IRS requirements.
General Intake Questions
Why do you require an intake questionnaire?
The intake questionnaire allows us to:
Incomplete or inaccurate intake information can delay work or affect filing accuracy.
Is my information secure?
Yes. Client information is handled using secure systems and professional safeguards consistent with CPA confidentiality and data-security standards.
Do you require identification?
Yes. We are required to verify client identity. New clients must provide:
This is part of IRS compliance and fraud prevention.
Do you require payment in advance?
Yes. For most tax preparation and consulting services, payment or a retainer is required prior to delivery of completed work, consistent with professional standards.
Can you file my return without all the documents?
No. We cannot file a tax return without complete and accurate documentation. Missing information increases audit risk and may result in incorrect filings.
Individual Client Intake FAQs
What documents do I need to provide for an individual tax return?
Common documents include:
Additional documents may be required depending on your situation.
Do you need my prior year tax return?
Yes. Prior year returns help us:

 

What if I moved or worked in multiple states?
Please disclose all states where you:
Multi-state filings require additional analysis and documentation.
Can you help with tax planning, not just filing?
Yes. Tax preparation reports history; tax planning improves future outcomes. We offer proactive planning for:

 

Business Client Intake FAQs
What documents are required for business tax clients?
Typical documents include:
Requirements vary by entity type.
Do you review entity structure during intake?
Yes. During intake, we evaluate whether your current entity (LLC, S-Corp, C-Corp, partnership, sole proprietor) is still appropriate from a tax and compliance standpoint.
Do you handle payroll and payroll tax filings?
We can coordinate or review payroll systems, including:
Please disclose your payroll provider, if applicable.
Can you assist with prior filing issues or IRS notices?
Yes. Please provide:
Early disclosure allows us to assess scope and risk.
Do you work with nonprofits?
Yes. We assist nonprofits with:
Nonprofits must provide organizing documents and exemption letters during intake.
ERC / Credits / Specialized Services FAQs
Do you assist with prior ERC or payroll tax credit filings?
Yes. We consult on existing ERC filings, including:
We do not file new ERC claims where the program has ended.
Do you guarantee refunds or tax credits?
No. Ethical CPA standards prohibit guarantees. Tax outcomes depend on facts, documentation, and IRS determinations.
Engagement & Timing FAQs
How long does onboarding take?
Timing depends on:
Delays often result from missing information.
Will you file extensions if needed?
Yes, when appropriate and authorized. An extension extends the filing deadline, not the payment deadline.
How do we communicate during the engagement?
Communication is typically handled via:
This ensures accuracy and documentation.
Final Intake Reminder
Providing complete, accurate, and timely information during intake allows us to: