FAQ
Clear answers to common questions.
If you are unsure how something works or what to expect, you are not alone. Below are answers to questions that come up most often. If you do not see what you are looking for, you are always welcome to reach out.
How do I get started?
The easiest way to start is by booking a call. From there, we will talk through your situation and recommend the most appropriate next step, whether that is tax preparation, advisory, or ongoing support. You will not need to figure everything out on your own.
Do I have to choose a service before reaching out?
No. If you are unsure what you need, that is completely okay. We will 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 country 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 is 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 are not comfortable with online systems, we can still work with a more traditional process. Documents can be mailed, and we will guide you through what is needed step by step.
What do you need from me for tax preparation?
We will provide a clear list of what is 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 will let you know. You do not 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 will move through preparation as efficiently as possible while still allowing time for proper review.
Will you explain my return to me?
Yes. If there is anything that needs clarification or stands out, we will walk through it so you understand what is 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 are 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 do not need to choose on your own. We will talk through your situation and recommend the level that makes the most sense, so you are not guessing between options.
What is 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.
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 is another session, a membership, or a more ongoing relationship. There is no expectation to continue beyond what you need.
Handled Protection FAQ
What is Handled Protection?
Handled Protection is a built-in layer of visibility and monitoring for your IRS account.
It allows us to see activity as it happens, rather than waiting for a notice or letter to show up weeks later.
What does Handled Protection actually do?
Handled Protection provides:
- real-time visibility into your IRS account activity
- alerts when something changes or needs attention
- access to transcripts and filing history
- monitoring tied to your tax profile
It helps us stay ahead of issues instead of reacting to them later.
Does Handled Protection replace communication with you?
No, Handled Protection doesn’t replace communication, it strengthens it.
If something comes up, we’ll talk through it so you understand what’s happening and what to do next.
Is Handled Protection included in Memberships?
Yes, Handled Protection is included with all Membership levels.
It’s one of the ways ongoing support is structured so nothing gets missed.
Does Handled Protection apply to both personal and business accounts?
Yes.
Handled Protection can provide visibility into both personal and business-related IRS activity, depending on your situation.
Do I need Handled Protection if I don’t have IRS issues?
Most people don’t realize they need Handled Protection until something happens.
This is designed to give you visibility and catch things early, before they turn into a bigger problem.
Still have questions?
That is completely okay. If something is not clear or you would rather talk it through, we are happy to help.
Helpful resources
Useful tax tools and references for clients.