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Frequently Asked Questions

Are you accepting new clients?

Yes, we are accepting new clients.

Do you provide services out of state? 

Yes, we can serve clients in all 50 states. 

Do you meet clients virtually or in-person? 

We mostly meet clients virtually via Zoom and exchange documents via the secure client portal. We can meet clients in person by appointment in Downtown Kent at 112 Railroad Ave S Kent, WA 98032.

How much do you charge?

We are not a typical tax firm as we don't charge based on forms. We offer various models, including value-based pricing, pay-as-you-go, and subscription-based plans. 

For our pay-as-you-go pricing model:

  • 1:1 Coaching - price varies

We combine the benefits of value and subscription models with tailored business packages for Sole Prop, PLLC, SMLLC, Partnerships, S-Corp, and C-Corp - price varies

Do you provide tax savings strategies?

Yes, we research tax saving strategies and help you implement them to minimize your taxes. We also provide tax return reviews for missed opportunities and amendments. Please visit our Tax Planning page for more information here.

Do you provide tax preparation services? 

Yes, we offer stand-alone individual and estate tax preparation services to clients referred to us. 

 

In addition, we offer tax preparation services to our business, coaching, tax planning, and tax representation clients, as well as businesses with their own professional bookkeepers. 

Please visit our Tax Season Center page for more information here. 

Do you provide bookkeeping services?

Currently, we're not providing ongoing bookkeeping services for new clients. However, we do offer bookkeeping coaching to help you gain DIY skills for better financial understanding.

 

We also provide bookkeeping reviews to assess whether you have a qualified professional handling your finances. If they don't meet your needs, we're more than happy to refer you to our network of professional bookkeepers who can assist you effectively.

 

Additionally, we offer catch-up and clean-up services for new representation clients.

What services do you not provide? 

We do not provide payroll, legal, insurance, or financial planning services. We are happy to refer you to our partners.

 

We do not provide ongoing payroll services, however, we can assist with payroll set-up and support. We also provide payroll audit representation services. If you are selected for an audit and you need representation, please schedule Got Tax Problems here

Do you offer mentorship to bookkeepers, tax professionals, EAs, or CPAs?

Yes, we provide 1:1 tax pro coaching, please visit our coaching services here.

We also offer group coaching via Academy Program or The CARE Mastermind. We have low-cost resources here

What type of clients do you serve? 

Take a look at the type of clients we serve here.

We coach businesses in various industries. Our expertise assists businesses in accessing capital and provides the tools and resources needed for effective financial management and tax savings. We also specialize in helping individuals and businesses solve tax issues. 

Are you open year-round? 

Yes, we are open year-round for your tax and business needs. At our firm, we prioritize work-life balance. Our founder is committed to ensuring our employees don't work more than 40 hours per week, unlike many tax firms.

Do you prepare international taxes? 

No, we do not. We are happy to refer you. 

If I receive a notice or an audit from the IRS or State, do you offer tax representation services?  

Yes, you can hire us to represent you on behalf of the IRS or State in audits, collections, and appeals. We also offer an audit protection plan to clients who opt-in. To inquire about our representation services, book your complimentary phone consultation here

How many tax preparation clients do you serve per year?

We're not a high-volume tax return factory; instead, we focus on building lasting relationships with clients who appreciate our expertise and respect our time. We are a boutique firm dedicated to providing high-quality services to our valued clients.

Do you help aspiring and start-up entrepreneurs? 

Yes, we are passionate about helping aspiring and start-up entrepreneurs get on the right track. We recommend signing up for The CARE Mastermind membership program. We also offer free and affordable resources here

What are the differences between a bookkeeper vs TaxUSign's bookkeepers?

We are Certified in Xero and QuickBooks Online. We can provide educational training in a variety of accounting software. 

We can answer questions your bookkeeper can't because we have experience in taxes too. 

What is your cancellation policy for scheduling phone and Zoom meetings?

We ask you to give us a 24 hour notice for any scheduling changes. If you are unable to provide us with the appropriate notice to reschedule or cancel your appointment, you will be charged the full amount of your appointment. You will no longer be allowed to schedule appointments in our firm.

What do your clients say about you? 

Check out our Google Reviews here. 

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