Question 1

Do you offer free consultations?

Accepted Answer

Yes. We offer a complimentary initial consultation to understand your situation, discuss your goals, and determine whether we're the right fit for your needs.

Question 2

How much do your services cost?

Accepted Answer

Our pricing depends on the complexity of your situation and the scope of work. After your consultation, we'll provide a transparent proposal outlining services, pricing, and expected deliverables before any work begins.

Question 3

Do you require monthly engagements?

Accepted Answer

Not always. Some services, such as tax preparation or IRS resolution, are project-based. Ongoing services like bookkeeping, CFO advisory, and accounting support are typically provided through monthly engagements.

Question 4

What industries do you work with?

Accepted Answer

We work with businesses across a variety of industries, including: Professional services, Technology, Real estate, Healthcare, Construction, Manufacturing, E-commerce, Hospitality, Nonprofit organizations, Startups, Professional practices.

Question 5

How much does bookkeeping cost?

Accepted Answer

Monthly bookkeeping begins at $625 per month. Pricing varies based on the number of accounts, transaction volume, payroll, and reporting requirements.

Question 6

Do you clean up messy books?

Accepted Answer

Yes. We provide bookkeeping cleanup and catch-up services for businesses that are behind or need corrections before tax filing, financing, or an audit.

Question 7

Which accounting software do you support?

Accepted Answer

We primarily work with QuickBooks Online and can assist with migrating from spreadsheets or other bookkeeping systems.

Question 8

Do you provide monthly financial reports?

Accepted Answer

Yes. Clients receive financial statements and ongoing support to help monitor business performance and make informed financial decisions.

Question 9

What tax returns do you prepare?

Accepted Answer

We prepare a wide range of federal and state tax returns, including: Individual returns, LLC returns, Partnerships, S Corporations, C Corporations, Trust returns, Estate returns, Nonprofit returns (Form 990), International information returns.

Question 10

Can you amend prior-year tax returns?

Accepted Answer

Yes. We review previously filed returns to identify errors, missed deductions, or reporting issues and prepare amended returns when appropriate.

Question 11

Do you offer tax planning?

Accepted Answer

Yes. We provide proactive tax planning throughout the year to help reduce tax liability and support long-term financial goals.

Question 12

Can you help if I owe the IRS?

Accepted Answer

Yes. We assist individuals and businesses with resolving IRS tax debt, negotiating payment options, and addressing collection issues.

Question 13

Do you work with California tax problems?

Accepted Answer

Yes. We assist with both IRS and California Franchise Tax Board matters, including payment plans, penalties, and compliance issues.

Question 14

Can you stop wage garnishments or bank levies?

Accepted Answer

Every case is different, but we work quickly to evaluate available resolution options and communicate with tax authorities when immediate action is appropriate.

Question 15

How long does tax resolution take?

Accepted Answer

Timelines vary depending on the complexity of the case and the resolution pursued. Some matters can be addressed within weeks, while more complex cases may take several months.

Question 16

What is the Research & Development (R&D) Tax Credit?

Accepted Answer

The R&D Tax Credit rewards businesses that invest in developing or improving products, software, manufacturing processes, or technologies.

Question 17

What businesses qualify?

Accepted Answer

Many industries may qualify, including: Software development, Engineering, Manufacturing, Architecture, Construction, Biotechnology, Food and beverage innovation, Product development.

Question 18

Can you claim credits for previous years?

Accepted Answer

In many cases, yes. We evaluate prior tax years to determine whether your business may still be eligible to claim available credits.

Question 19

What is a cost segregation study?

Accepted Answer

A cost segregation study identifies building components that can be depreciated more quickly, potentially accelerating tax deductions for qualifying property owners.

Question 20

Who benefits from cost segregation?

Accepted Answer

Commercial property owners, apartment owners, short-term rental investors, medical offices, industrial buildings, and certain residential investment properties may benefit.

Question 21

Can you help if I'm being audited?

Accepted Answer

Yes. We assist clients with IRS and state audits by organizing documentation, preparing responses, and providing professional representation when appropriate.

Question 22

Do you offer audit readiness services?

Accepted Answer

Yes. We help businesses improve documentation, accounting records, and internal financial processes to prepare for future audits or due diligence.

Question 23

Can you help start a nonprofit?

Accepted Answer

Yes. We assist organizations with forming nonprofits and preparing federal tax-exemption applications, including the 501(c)(3) application.

Question 24

Do nonprofits have to file tax returns?

Accepted Answer

Most tax-exempt organizations are required to file an annual Form 990, 990-EZ, or 990-N, depending on their circumstances.

Question 25

Can you help if our nonprofit missed Form 990 filings?

Accepted Answer

Yes. We assist organizations with catching up on delinquent filings and restoring compliance.

Question 26

Do you provide nonprofit bookkeeping?

Accepted Answer

Yes. We provide bookkeeping, financial reporting, and ongoing compliance support for nonprofit organizations.

Question 27

Do you assist international clients?

Accepted Answer

Yes. We assist businesses and individuals with certain international tax compliance and reporting requirements.

Question 28

Can you prepare FBAR and FATCA filings?

Accepted Answer

Yes. We assist eligible clients with required foreign account and international information reporting.

Question 29

What is a Fractional CFO?

Accepted Answer

A Fractional CFO provides executive-level financial guidance without the cost of hiring a full-time Chief Financial Officer.

Question 30

What does your Fractional CFO service include?

Accepted Answer

Services may include: Financial reporting, Cash flow management, Budgeting and forecasting, KPI reporting, Strategic planning, Board reporting, Financial analysis.

Question 31

Do you work with clients outside California?

Accepted Answer

Yes. We serve clients nationwide through secure virtual meetings, phone consultations, and digital document management.

Question 32

Are meetings virtual?

Accepted Answer

Yes. All consultations are by appointment and conducted virtually or by phone.

Question 33

How do I get started?

Accepted Answer

Schedule a consultation through our website. We'll discuss your goals, review your situation, and recommend the services that best fit your needs.

Question 34

Do you offer payment plans?

Accepted Answer

For certain engagements, payment plans may be available depending on the scope of work.

Question 35

How are projects billed?

Accepted Answer

Depending on the engagement, services may be billed as a fixed-fee project, monthly retainer, or hourly advisory service. Your engagement letter will clearly outline pricing before work begins.

Answers to Your Questions

General

Bookkeeping

Tax Preparation

IRS & State Tax Resolution

Research Tax Credits

Cost Segregation

Audit Support

Nonprofit Services

International Tax

Advisory Services

Working With Valoria

Payment & Billing

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