How Can We Help You Today?
Clear answers to your questions about taxes, bookkeeping, and growing your business
General & Onboarding
If you’re feeling buried under receipts and deadlines, you’re in the right place. Our General & Onboarding FAQs explain how we take the mystery out of tax and bookkeeping. From our secure document portals to our initial discovery calls, learn how we prioritize your security and clarity as we welcome you to the Call Your Tax Pro family.
What is the "Call Your Tax Pro" process?
We follow a streamlined four-phase approach to ensure your finances are handled accurately and without stress:
Consultation: We identify your needs and pain points.
Strategy: We design a custom service package (Tax, Bookkeeping, or Payroll).
Integration: We connect our secure systems to your financial accounts.
Execution: We take over the heavy lifting, providing you with regular updates and insights.
How do I send you my financial documents?
ecurity is our priority. We use a secure, encrypted client portal where you can drag and drop documents (PDFs, spreadsheets, or photos) directly from your computer or phone. We do not recommend sending sensitive documents via standard email.
I’m switching from another accountant. How hard is the transition?
We make it seamless. Once you provide us with access to your prior year's records or your current accounting software (like QuickBooks), our team handles the data migration and "clean-up", so there is no gap in your financial tracking.
Do I have to sign a long-term contract?
We believe in earning your business every month. While we offer annual packages for tax planning, most of our bookkeeping and payroll services are on a month-to-month basis, giving you the flexibility to scale services up or down as your business changes.
How often will we communicate?
At a minimum, you will receive monthly reports. However, we are "Call Your Tax Pro" for a reason—we are available for scheduled strategy sessions, and our portal includes a messaging feature for quick questions throughout the month.
What software do I need to have
You don’t need to be a tech expert. We primarily work with QuickBooks Online, Wave, and Gusto. If you don't have these yet, we can help you set them up at a discounted professional rate.
Bookkeeping FAQ's
Avoid the year-end scramble and the stress of tax season. Our professional bookkeeping services ensure your records are kept in perfect order year-round. By bridging the gap between your daily operations and your annual tax return, we eliminate errors, identify missing deductions, and ensure your business is 100% prepared.
What exactly does a bookkeeper do for my business?
Think of us as the historians of your business’s money. We record all financial transactions, reconcile your bank and credit card statements, manage accounts payable/receivable, and produce the monthly financial reports (Balance Sheets and P&L statements) that you need to understand your profitability.
Do I lose control of my bank accounts if I hire you?
Not at all. We request "Read-Only" access to your bank feeds. This allows us to see the transactions to categorize them without having the authority to move money, withdraw funds, or sign checks. You maintain 100% control of your cash.
What is the difference between "Bookkeeping" and "Accounting"?
Bookkeeping is the ongoing process of recording daily transactions and keeping the books organized. Accounting (and Tax Prep) uses that organized data to provide high-level financial analysis, tax planning, and filing. We provide both, ensuring a seamless flow from the first receipt to the final tax return.
How do I handle my receipts? Do I need to mail them to you?
No paper required! You snap a photo of a receipt with your phone or forward an email invoice, and it syncs directly to your books. You can throw the paper away once it's scanned.
My books are a mess. Can you help me "clean up" previous months?
This is our specialty. We offer Catch-Up Bookkeeping services to review previous months (or years) of unorganized data. We’ll get you caught up, reconciled, and ready for tax season so you don't have to worry about IRS penalties.
Will you help me understand my financial statements?
Yes. We don't just "email a report and disappear." We provide a monthly summary that highlights your key trends, such as where you’re overspending or which revenue streams are growing. We want you to use your numbers to make better business decisions.