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One conversation, about half an hour, and no obligation on either side.
Richardson, Texas · Clients in other states and other countries · English and Turkish
One conversation, about half an hour, and no obligation on either side.
Richardson, Texas · Clients in other states and other countries · English and Turkish
Calls are answered by the accountant, not by a reception desk. If the line is busy it is because he is with someone, and a message gets a call back the same day.
Please do not send identity documents by ordinary email. Passports, Social Security cards, driver's licenses and bank statements should travel through the secure portal, not an inbox. This holds for any firm you deal with, not only this one — an accountant who invites passport scans by email is telling you something about how the rest of the work is handled.
It is half an hour, it costs nothing, and it is an assessment in both directions. You find out where you stand; we find out whether this is work we can do properly.
What it covers: what you are actually required to file, whether anything has been missed, what it would cost to put right, and whether you need a CPA at all. Roughly one conversation in five ends with us saying a volume preparer would serve you better and cheaper. That is a legitimate outcome, not a failed sales call.
What it is not: a pitch, a pressure to decide, or a disguised intake form. Nothing is charged and no engagement exists until you have a written, fixed fee in front of you and have accepted it.
None of this is required to call. It simply makes the half hour worth more.
If you are weighing several firms, two checks take about three minutes and are worth more than any page like this one: the CPA license at CPAverify.org, and the IRS Acceptance Agent list. Apply them to us and to everyone else you are considering.
A conversation before the year closes can change what you pay in April. Held in January, the same conversation is only a diagnosis.
If a report was missed the position is clearer still: the voluntary disclosure programs can reduce penalties substantially and sometimes remove them altogether. The single condition is coming forward before the IRS contacts you. The moment an examination opens, that door closes.
In both cases the deciding factor is the same one: timing.
Free, about half an hour, and nothing follows from it — if your situation is not a fit for us, we will say that plainly too.