Our Process
Thank you for engaging our firm to servicing your financial needs. In an effort to make this a smooth process, we will guide you throughout the process and work with you closely to ensure that your deliverables are accurately and timely completed. We strongly recommend that you schedule a free consultation with our accounting professionals to discuss services needed.
Our process starts with an initial meeting with our professionals to discuss your needs. After evaluation of your current information and goals, we will help you strategize a plan and how we can partner together to achieve your goals.
We will provide a detailed Tax Return Documents Checklist to help you gather the information required for a complete return. If you use the checklist, it will help you avoid overlooking important information and contribute to efficient preparation of your returns. The work completed represents our best efforts and professional judgments .
Your Responsibilities:
It is your responsibility to provide complete and accurate information required for preparation of your complete and accurate returns. You should keep all documents, canceled checks and other data that support your reported income and deductions. They may be necessary to prove accuracy and completeness of the returns to a taxing authority. You are responsible for the returns, so you should review them carefully before you sign them.
It is your responsibility to inform us of any correspondence you have received from any taxing authority in the last three years. You shall inform us promptly of any correspondence from any taxing authority related to returns prepared by Accurate Accounting Associates, LLC.
Timing and Service Delivery:
We require that all information be provided to us no less than 30 days prior to the date when you expect us to deliver your tax return(s). Be aware that if you submit your data after the date requested, we may not be able to keep our commitment in term of delivery. Unforeseen circumstances may inhibit our ability to prepare your returns timely. Although we will endeavor to extend the due date of your tax return(s) if they are not done by the tax filing deadline, ultimately you may be subject to late filing penalties because of the delay.
Professional Fees:
Our fees for these services will be based on our billing rate, on a per-form basis, or on an agreed-upon fixed fee. Fees are based upon the level of liability, complexity of the tax situation, time expended and the established fee schedule of Accurate Accounting Associates.
Confidentiality:
As your service provider, we collect information provided by you. We are committed to the safekeeping of your confidential information and we maintain physical and electronic safeguards to protect your information. We are required to keep all information about our engagement confidential. We will not disclose any information about you unless we have your approval as required by law, even if you are no longer a client.
Here's the procedures for some of our service offerings:
Bookkeeping Services
Step 1: Free consultation meeting with our professionals
Step 2: Sign engagement letter for services requested upon engaging our firm
Step 3: Client to provide information discussed our initial meeting at least on a monthly basis.
Payroll Services
Step 1: Free consultation meeting with our professionals
Step 2: Sign engagement letter for services requested upon engaging our firm
Step 3: Sign Power of Attorney forms with IRS and applicable states for online e-filing and payment
Step 4: Client to provide employee and pay information and W-4 prior to payroll processing.
Step 5: Client to provide updated pay rate and hours prior to each pay period and our firm will provide pay check and pay stub each period.
Step 6: Our firm will process payroll tax payment monthly and file employment tax quarterly and annually.
Step 7: Our firm will distribute W-2 annually.
Tax Services
Step 1: Free consultation meeting (10-15 minutes) with our professionals
Step 2: Sign engagement letter for services requested upon engaging our firm
Step 3: Client to provide all tax information (refer to our check list for each type of return, click link below)
Step 4: We will prepare the specific tax return needed including any additional filings or reporting
Step 5: Once returns are completed, client will be contacted to have a face to face meeting with our tax professionals to discuss the results of the return.
Thank you for engaging our firm to servicing your financial needs. In an effort to make this a smooth process, we will guide you throughout the process and work with you closely to ensure that your deliverables are accurately and timely completed. We strongly recommend that you schedule a free consultation with our accounting professionals to discuss services needed.
Our process starts with an initial meeting with our professionals to discuss your needs. After evaluation of your current information and goals, we will help you strategize a plan and how we can partner together to achieve your goals.
We will provide a detailed Tax Return Documents Checklist to help you gather the information required for a complete return. If you use the checklist, it will help you avoid overlooking important information and contribute to efficient preparation of your returns. The work completed represents our best efforts and professional judgments .
Your Responsibilities:
It is your responsibility to provide complete and accurate information required for preparation of your complete and accurate returns. You should keep all documents, canceled checks and other data that support your reported income and deductions. They may be necessary to prove accuracy and completeness of the returns to a taxing authority. You are responsible for the returns, so you should review them carefully before you sign them.
It is your responsibility to inform us of any correspondence you have received from any taxing authority in the last three years. You shall inform us promptly of any correspondence from any taxing authority related to returns prepared by Accurate Accounting Associates, LLC.
Timing and Service Delivery:
We require that all information be provided to us no less than 30 days prior to the date when you expect us to deliver your tax return(s). Be aware that if you submit your data after the date requested, we may not be able to keep our commitment in term of delivery. Unforeseen circumstances may inhibit our ability to prepare your returns timely. Although we will endeavor to extend the due date of your tax return(s) if they are not done by the tax filing deadline, ultimately you may be subject to late filing penalties because of the delay.
Professional Fees:
Our fees for these services will be based on our billing rate, on a per-form basis, or on an agreed-upon fixed fee. Fees are based upon the level of liability, complexity of the tax situation, time expended and the established fee schedule of Accurate Accounting Associates.
Confidentiality:
As your service provider, we collect information provided by you. We are committed to the safekeeping of your confidential information and we maintain physical and electronic safeguards to protect your information. We are required to keep all information about our engagement confidential. We will not disclose any information about you unless we have your approval as required by law, even if you are no longer a client.
Here's the procedures for some of our service offerings:
Bookkeeping Services
Step 1: Free consultation meeting with our professionals
Step 2: Sign engagement letter for services requested upon engaging our firm
Step 3: Client to provide information discussed our initial meeting at least on a monthly basis.
Payroll Services
Step 1: Free consultation meeting with our professionals
Step 2: Sign engagement letter for services requested upon engaging our firm
Step 3: Sign Power of Attorney forms with IRS and applicable states for online e-filing and payment
Step 4: Client to provide employee and pay information and W-4 prior to payroll processing.
Step 5: Client to provide updated pay rate and hours prior to each pay period and our firm will provide pay check and pay stub each period.
Step 6: Our firm will process payroll tax payment monthly and file employment tax quarterly and annually.
Step 7: Our firm will distribute W-2 annually.
Tax Services
Step 1: Free consultation meeting (10-15 minutes) with our professionals
Step 2: Sign engagement letter for services requested upon engaging our firm
Step 3: Client to provide all tax information (refer to our check list for each type of return, click link below)
Step 4: We will prepare the specific tax return needed including any additional filings or reporting
Step 5: Once returns are completed, client will be contacted to have a face to face meeting with our tax professionals to discuss the results of the return.