Frequently Asked Questions
F.A.Q
Are you having trouble managing your finances? Below you will find our commonly asked questions.
The answer to this question is no, I am not a CPA. Within the levels of accounting as many other professions, there is multi-levels of education you can pursue. Personally, as I have stated before, I have tried other professions only to find my true career path later in life. What I have done is to pursue more of a level of tax preparation and focus on small business and helping people understand what is the best thing to do for their business. Each year I have to take continuing education to ensure that I am up to date on all the most current tax laws and ensure I can help my clients fully. With tax preparation, there are six levels of certification. currently I am a senior tax advisor or level five.
We have tried to make this step easy for you. We have created various types of checklists depending on what type of return you need to file. What this means is if you file a personal return with no business income, we have a checklist for that. If you have a business that gets filed with income on your personal income tax return, guess what? We have a checklist for that as well. We are always trying to make things easier for everyone at all times so I always feel like the first step to that is to take it step-by-step. I know in my life I love my checklists to stay organized. We also have created data input forms in which you can fill out prior to your meeting or appointment to ensure that we don’t have further questions or needs from you to maximize your time.
-Tax Preparation Checklist for All Clients
-Schedule C Small Business Checklist
The first step to your tax preparation is data collection. We have devised checklists & client input forms to help with this process. Upon completion of the client input form, the staff of BBS will review your responses. Upon review, we will advise you if any further corrections are necessary or additional forms are needed. The next step a tax preparer will be assigned to your individual needs based on complexity. We can serve clients based on all levels of income and return complexity. Once a tax preparer has been assigned, they will reach out to you within 72 hours to confirm all details of submission. At that point, that will be your personal point of contact for all further questions or contact. We attempt to file all tax returns electronically unless, for some reason, a client requests that the return not be filed electronically.
First, we hope you nor anyone else ever gets audited, but these things happen. Here at BBS we have audit protection in place with our software that is available to purchase that provides insurance if this situation was to arise. The cost of the insurance is $49.00 and will recover any expenses due to tax preparer error up to a certain amount if we find the tax preparer to be at fault. Besides that, all returns are double-checked for accuracy for any critical errors or anything that would be considered an “audit” flag before any submission is done as it is our standard as licensed tax preparers to swear that we are providing the best information possible at the time. If you were to be audited at any time then the first thing you would do is contact the staff of BBS so that we can proceed with the next steps to determine what is in your best interest, as you the client is always in the interest we have.
We are happy to answer this question and give price quotes upon request. We have done extensive research to make our prices not only competitive but below the national & state average. With that said, we have come up with prices that we feel are more than fair. You can view the pricing structure per form using the link below as it will download a .pdf file for you with forms & prices. If that looks confusing for you, please fill out the estimate form with as much information as possible for a customized price quote, and we will be happy to provide a quote for you
Yes! We are happy to offer the service of having your refund fees taken out of your refund. We offer you all the services of large companies but treat you like family. Come, be part of our family.
All the above! Best of all, we travel to YOU! Bello’s is happy to offer the service of traveling to you (within limits). We will be happy to travel to your home, office, or meet you somewhere that is just convenient work for you. We also offer video conferencing, phone meetings and the opportunity for you to meet with us at our location. We try to be the most flexible accountants that you have ever worked with.
So many ways to answer this lol! To begin, I’m a no holds barred, no filter type of person. But I have a great heart and love everyone as my own personal family. Besides that, I have the soul of a gypsy. So if you take all that and put it in a blender and mix it up, then you have me. My theme song for my life is Kacey Musgraves-Follow Your Arrow, and that is how I choose to live my life. Live each day to its fullest and take chances just like me leaving corporate America during a pandemic to start their own business haha!
