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Frequently Asked Questions
Answers to common questions about our services, process, fees and policies.
General
Who are your services for?
Entrepreneurs, small business owners and non-US residents who need guidance on US tax and business matters, including foreign owners of US LLCs.
Do you work with clients outside the United States?
Yes. Most consultations take place by video or phone, and documents are exchanged electronically, so we can work with clients in most countries.
Are you a law firm or a CPA firm?
No. We are a consulting and tax preparation practice. We do not provide legal advice. If your matter requires an attorney or CPA, we will tell you.
Are you affiliated with the IRS?
No. We are an independent business and are not affiliated with or endorsed by the IRS or any government agency. Our founder holds IRS-issued credentials (PTIN, CAA and e-file authorisation) as an individual practitioner.
Tax & Filing
What do I need to prepare for a tax return?
After booking, we send a checklist tailored to your return. It typically includes identification details, income records, business records and prior-year returns if available.
Can you file my return electronically?
Yes, for returns that the IRS accepts electronically. Some forms or situations require paper filing; in that case we prepare the return and explain how to submit it.
Do you guarantee a refund or a particular result?
No. We prepare returns accurately based on the information you provide, but outcomes, refunds and processing times are determined by the IRS.
ITIN
What is a Certifying Acceptance Agent?
A CAA is a person authorised by the IRS to help ITIN applicants and, where the rules permit, to certify identity documents so applicants generally do not need to mail original passports to the IRS.
How long does it take to receive an ITIN?
We submit your application within 5 business days of receiving complete documents. IRS processing times vary and are outside our control; we will share current general estimates when you engage us.
Is an ITIN approval guaranteed?
No. The IRS decides every application. We help you prepare a complete and accurate application to reduce avoidable delays.
Booking, Payments & Refunds
How do I pay?
Fees are paid in advance through the secure payment link provided after booking. All fees are in US dollars.
Can I reschedule a consultation?
Yes. You can reschedule at no charge with at least 24 hours' notice. See our Refund & Cancellation Policy for details.
What is your refund policy?
Consultations cancelled at least 24 hours in advance are fully refunded. For other services, refunds depend on how much work has been completed. Full details are in our Refund & Cancellation Policy.
Is my information kept confidential?
Yes. We use your information only to deliver the service you requested, and we handle documents securely. See our Privacy Policy.
Still have a question? Contact us.
Next Step
Speak with a credentialed advisor
Book a private consultation for clear, practical guidance on your US tax and business matters.