Frequently Asked Questions
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What is an IRS Enrolled Agent (EA) is a prestigious designation from the Internal Revenue Service. EAs must pass a rigorous examination, and a background checks and meet lengthy annual continuing professional education requirements. That’s why EAs account for less than 10 percent of all tax practitioners – and are considered a cut above the rest… SMALL BUSINESS ACCOUNTING ADVISORY FIRM, FAYETTEVILLE, GA
8 Steps to Filing and Getting Your Refund/Getting Your Return:
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Signed Engagement Letter
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Submit Documents
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Complete Tax Organizer (all clients must complete no exceptions)
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Client appointment/Interview (discuss returns/fees)
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Pay your 50% Deposit
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Tax Engagements/Work
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Exit Interview/Review with client
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Balance is paid in full before documents are released for signature.
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Documents are signed
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Submission to IRS/State
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Receive Electronic & Mailed copy of tax return (within 10 business days after interview)
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Appointments
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Tax Appointments after March 30th clients will be placed on an extension.
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All clients are seen by appointment only, no walk-in.
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No show will be charged a no-show fee of $50, towards the balance of service. If not canceled/rescheduled 5 hours prior to the scheduled appointment.
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Appointments are conducted in person, virtually, or by phone
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Paid Consultations
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Rate of $250 per hour
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The consultation fee will be applied towards the balance of service if service is obtained
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Consultations are in-person and by a virtual meeting. If you are 15 mins late you should reschedule as lost time will not extend over appointment time.
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Consultation can be split into two 30-min sessions if needed.
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Fees
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50% deposits upfront. The remaining balance shall be paid upon completion.
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Deposits are non-refundable.
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We do not proved refunds for service. You will receive a credit balance.
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When Will I Receive My Tax Return
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Within 10 Business Days after all documents are submitted.
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If the request for documents, this will prolong service, as we will have to put in/out of the workflow.
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Where to Submit/Upload Documents
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Upload to the client portal, fax, secure email, or personal
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Mail to the office address at 500 Lanier Ave. W, Ste 907b Fayetteville GA 30214
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Client Portal
Client portal access click here
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Does this Firm Provide Year-Round Service?
We are here for you twelve months a year, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to give us a call.
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Will My Information Be Kept Confidential?
We maintain a policy of the strictest confidence concerning our clients’ affairs. You can rest assured that no one will learn about your business or tax status – even relatives, associates, or friends who might have referred you to us.
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