Q&A

Tax preparer & Bookkeping

What documents do you need from me to complete my tax return?

Please use this link to the questionnaire.
How much do you charge to prepare individual tax returns?

Our starting rate for individual tax return is $220 USD. We will need to review your last year’s tax return and current year documentation to give you a quote and we will provide you with our engagement letter for you to review and sign before we start working on your tax return.
How long will you take to complete my tax return?

From the date when we receive your documents, we will give you an estimated time frame.
How do I know what tax credits do I qualify for?

The following are the common deductions that individuals can or may qualify for: Standard Deduction Child Tax Credit (CTC) Earned Income Credit (ERIC) American Opportunity Credit (AOC) or Lifetime Learning Credit (LCC) We will review each clients’ particular situation to determine which credits they may qualify for.
Where do I start with my bookkeping?

Depending on the nature of your business, we need to set-up a chart of accounts.
Do I need to have a Business Bank Account?

Yes, We recommended that you have/open a business bank accoun. This will keep your business transactions separate from your personal account.