Clear answers to common questions.
If you’re unsure how something works or what to expect, you’re not alone. Below are answers to questions that come up most often.
If you don’t see what you’re looking for, you’re always welcome to reach out.
How do I get started?
The easiest way to start is by booking a call.
From there, we’ll talk through your situation and recommend the most appropriate next step — whether that’s tax preparation, advisory, or ongoing support.
You won’t need to figure everything out on your own.
Do I have to choose a service before reaching out?
No.
If you’re unsure what you need, that’s completely okay. We’ll help you sort through it and guide you to the right level of support.
Do you work with clients outside Arkansas?
Yes. We work with clients all over the nationwide and operate fully remotely.
How does the client portal – TaxDome – work?
We use a secure client portal called TaxDome to keep everything organized in one place.
Through the portal, you can:
– Upload and securely store documents
– Complete organizers or questionnaires
– Sign documents electronically
– Receive and pay invoices
– Send and receive messages
– Track the status of your work
It’s designed to make the process simple, organized, and secure — without relying on email or scattered files.
Do I have to use the portal?
Most clients do use the portal because it keeps everything in one place and is the most efficient way to work together.
However, if you’re not comfortable with online systems, we can still work with a more traditional process.
Documents can be mailed, and we’ll guide you through what’s needed step by step.
What do you need from me for tax preparation?
We’ll provide a clear list of what’s needed based on your situation.
This usually includes income documents, prior-year returns, and any relevant financial information.
If anything is missing or unclear, we’ll let you know — you don’t need to have everything perfectly organized before getting started.
How long does tax preparation take?
Timing depends on complexity and when all information is received.
Once we have everything needed, we’ll move through preparation as efficiently as possible while still allowing time for proper review.
Will you explain my return to me?
Yes.
If there’s anything that needs clarification or stands out, we’ll walk through it so you understand what’s happening — not just sign and move on.
Do you offer tax planning with tax preparation?
Tax preparation focuses on filing based on what has already happened.
If you’re looking for forward-looking guidance or planning, that support is available separately through advisory or membership services.
Do I have to be on a membership?
No.
Memberships are optional and designed for clients who want ongoing support throughout the year.
Some clients prefer to reach out only when needed, while others prefer a more structured, consistent relationship.
How do I choose the right membership level?
You don’t need to choose on your own.
We’ll talk through your situation and recommend the level that makes the most sense, so you’re not guessing between options.
What’s the benefit of a membership?
Memberships provide a consistent place to ask questions, get guidance, and stay supported throughout the year — instead of waiting until something becomes urgent.
What is Handled Protection?
Handled Protection is an upcoming layer of support currently in development.
It is designed to provide more proactive visibility into IRS activity, allowing for earlier awareness and response when changes occur.
This level of support is not yet active, but clients will have the option to express interest as it becomes available.
When should I book an advisory session?
If you have a question, decision, or situation that needs more than a quick answer, an advisory session is usually the right place to start.
This gives you time to walk through your situation and understand your options clearly.
How long are advisory sessions?
Sessions are typically scheduled in 30- or 60-minute blocks, depending on what you need.
Can I continue working with you after a session?
Yes.
If additional support makes sense, we can talk through next steps — whether that’s another session, a membership, or a more ongoing relationship.
There’s no expectation to continue beyond what you need.
What’s the difference between CFO services and bookkeeping?
Bookkeeping focuses on recording transactions and maintaining financial records.
CFO services focus on understanding what those numbers mean — and helping you make informed decisions based on them.
How do I know if I need CFO services?
If your business is growing, decisions are becoming more complex, or you want more consistent visibility into your financial position, it may be worth exploring.
If you’re unsure, we can talk through it together.
Still have questions?
That’s completely okay.
If something isn’t clear or you’d rather talk it through, we’re happy to help.