FAQs and Forms
Here you will find our FAQs with answers, as well as various forms, you may need or we may request to better service you.
Frequently Asked Questions
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When should I hire an Accountant? As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business’s organization, tax purposes and operations, along with target pricing and profit margins.
How can I know which accountant is right for me? Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? Is your accountant operating transparently with you? With the right accountant, the answers should be a resounding “Yes!”
What are my options for raising money? Get some impartial advice from an accountant before you consult the bank. A bank will want to see a strong business plan and organized records.
Where is my refund? To check the status of your tax refund, you can use the IRS’s “Where’s My Refund?” tool. This tool allows you to track the progress of your refund and get an estimated date of when you can expect your money. Go to the IRS Website: Open your web browser and go to irs.gov. Find “Where’s My Refund?”: Look for the link to “Where’s My Refund?” on the IRS homepage. Provide Information: You’ll need your Social Security number (or ITIN), filing status, and exact refund amount from your tax return. Check Your Refund Status: The tool will show you the status of your refund, such as “Return Received,” “Refund Approved,” or “Refund Sent.” Wait for Your Refund: If your refund has been approved, it may take a few days or weeks to reach your bank account or arrive by mail.
How do I create an account or log in to an existing account? Please click the person icon at the top right of the site menu. Or click log in/sign up button.