Frequently Asked Questions
General Questions
How do I schedule an appointment or consultation?
You can use the contact form on the site or call directly to schedule a consultation.
Do you offer virtual consultations?
Yes, I work with clients both in person and remotely.
What areas do you serve?
I primarily serve Central Virginia but also work with clients in multiple states.
Tax Filing
What types of tax returns do you prepare?
I prepare tax returns for businesses, individuals, and nonprofits, including S corporations, partnerships, and Form 990 filings. Whether you’re filing for your company or your household, I’ll make sure everything is accurate and submitted on time.
How early should I start preparing for tax season?
It’s never too early to start! I recommend gathering your documents and scheduling a consultation as soon as the year ends. Early preparation helps avoid last-minute stress and allows more time for strategic tax planning.
Can you file both my business and personal taxes?
Yes. Many of my business clients also have me handle their personal taxes, it makes planning easier and ensures everything is aligned for the best possible outcome.
Do you work with clients outside of Virginia?
Yes, I can file taxes for clients in other states as well. While my primary focus is Virginia, I also serve individuals and businesses in states like Maryland, Georgia, Florida, and Texas.
What do I need to bring to my tax appointment?
Bring your W-2s, 1099s, prior-year tax return, and any documentation for income, deductions, or expenses. I’ll walk you through everything else to make sure nothing is missed.
How do you handle nonprofit tax filings?
I prepare Form 990 filings for nonprofits with the same care and accuracy as my other clients, and without the inflated fees larger firms often charge.
What if I get a letter from the IRS?
If you receive a notice or letter, contact me right away. I’ll review the issue, help you understand what it means, and assist in resolving it quickly and correctly.
Tax Planning
Who benefits from tax planning services?
Everyone can benefit, individuals, families, and small business owners alike. Whether you’re managing multiple income sources, running a business, or preparing for retirement, tax planning can help you make smarter financial decisions.
How often should I meet with you for tax planning?
I recommend reviewing your situation at least twice a year, mid-year and before year-end, so we can adjust strategies for any changes in income, expenses, or tax laws.
What information do I need to start tax planning?
You’ll want to have your most recent tax return, income and expense records, and any major financial updates, such as new investments, property purchases, or changes in employment. I’ll guide you through the rest.
Do tax laws really change that often?
They do, and keeping up with them is part of my job. I stay current with every change so my clients can make informed decisions and avoid penalties or missed opportunities.
Can tax planning really save me money?
Yes. With proactive planning, most clients discover new deductions, credits, or timing strategies that reduce their overall tax liability and improve cash flow throughout the year.
Accounting & Bookkeeping
How often should bookkeeping be done?
It depends on your business size and activity level, but most clients benefit from monthly bookkeeping. Regular updates help you stay on top of cash flow, expenses, and potential issues before they become problems.
Can you prepare financial statements for my business?
Yes. I provide detailed financial statements that clearly show how your business is performing. I also review them with you to highlight trends, explain key numbers, and suggest ways to improve profitability.
Do you work with QuickBooks for bookkeeping?
Absolutely. As an Advanced Certified QuickBooks ProAdvisor, I use both QuickBooks Desktop and Online to manage and streamline your bookkeeping efficiently.
Can you help clean up messy or outdated books?
Yes! Whether you’re behind a few months or a few years, I can organize and reconcile your records to get your books back on track and ready for accurate reporting.
Payroll
How often can payroll be processed?
I offer weekly, bi-weekly, semi-monthly, or monthly schedules to fit your business.
Can you track hours for job costing or departments?
Absolutely. I provide reports by job or project so you can monitor labor costs.
What if I already use QuickBooks for payroll?
That’s great! I can integrate or review your QuickBooks payroll to ensure everything runs smoothly.
Have More Questions? Let’s Talk.
Tricia is just a call or message away. Get in touch to discuss
your accounting needs and receive personalized, reliable
guidance.
