Q. I’ve never hired a CPA before, how does the process work?

A. Once a contract is signed and a deposit is received, I create a list of information for the client to gather.  Once all of the requested information is turned in, I complete your returns. After completion, there is a pick-up meeting or I can deliver and request signatures electronically.

Q: I’m having a difficult time gathering my documentation to complete my returns, but I really need to file. Help!

A.  We are a full service firm, and can help obtain information and gather documents on behalf of clients who are having difficulties.

Q.  Your price list isn’t very detailed, how much will my returns cost to prepare?

A.  If price is your number one concern, I might not be the best fit for you as a CPA.  I do provide complimentary quotes if you send me two prior years of your filings.  Please keep in mind, setting up a new client file and transferring over all fixed assets and other carryovers is factored into your quote.

Q. What if I have a problem with my filings?

A. In virtually every case we will try to remedy the problem by filing an amended return or requesting an abatement of any penalties.

Q. What’s your communication style like?

A.  I’ve worked at accounting firms where clients were being called and checked in on frequently.  I generally send reminder emails/texts vs. calling.  I also text clients instead of calling as I feel it’s less intrusive.  If you prefer phone calls, just let me know. I answer all client and potential client emails and voicemails within 24 hours, and I answer client texts usually within 30 minutes to an hour.  If you don’t receive a response from me, please try again.

Q. Some tax preparation firms sell investment products or insurance, what’s your policy?

A. I only prepare taxes.  I don’t sell or recommend investment products or specific financial advisors to my clients.

Q. What happens if I’m audited?

A. I am licensed, insured, and able to represent clients in case of an audit.

Q. I need assistance, but my funds are limited.  Can you help me?

One option if funds are limited is to file with CASH, a local non-profit that provides free tax preparation services.  I also have the ability to stagger out billings interest free for clients who haven’t filed for several years or who have larger projects to complete.

Q. What happened to the Hawthorne Boulevard office?

A. After ten years at the 32nd & Hawthorne Blvd. location, I downsized to a smaller office on the west side on Skyline Blvd in 2019.  I don’t share the space, all client meetings are private.

Q. Do you offer free consultations?

A.  Yes, I offer limited introductory meetings at my office, or via Zoom or telephone. Please note, no tax advice is given during complimentary consultations.

Q. What payment types do you accept?

A. Checks, all major credit cards, Venmo, and cash.

Q. Are there any types of projects you don’t work on?

A. Yes, I have very limited experience in not-for-profit, audit & assurance, business valuations, foreign tax filings, and estate filings over 10M USD.  My business clients on average generate under 2M in revenues annually. I don’t prepare payroll, but most of my business clients use an outside automated service that is reasonably priced. I can refer you to specialists or larger firms within the state association for any of those specific needs upon request.

Thank you for considering Clarity Tax Service.