Value Added
Accounting Services

1. How do I get started?
   To get started you may self-schedule through our website at www.countonscott.com or call the office and inform the representative that you would like to schedule a 15 minute introductory call. Appointments are available both virtually and in person.

Clients are encouraged to create a secure online account, complete the tax organizer, and sign the engagement letter. Once these steps are completed, all required documents must be uploaded at least 48 hours prior to the scheduled appointment. The organizer will help you with determining what those documents are that we need.

1. Do you offer virtual or remote tax services?
   Yes. Secure document upload and electronic signatures are available.
2. How long does tax preparation take for a drop off?
   Turnaround time varies but typically ranges from 2–10 business days once all documents are received.

1. How much do you charge?
   Fees are based on return complexity, not refund size. Pricing is discussed upfront.
2. Do you offer refund advances?
   Yes. We offer refund advances up to 7500.00.
3. When is payment due?
   Payment is generally due at the time of service or prior to filing. However, clients who qualify for a Refund Transfer (RT) may have no out-of-pocket costs, as all fees will be deducted directly from their tax refund.

1. Do you help reduce tax liability legally?
   Yes. We provide proactive tax planning strategies to minimize taxes while remaining compliant with tax law.
2. Do you help with estimated tax payments?
   Yes. We calculate and advise on quarterly estimated payments for self-employed individuals and businesses.
3. Can you help if I owe taxes?
   Yes. We assist with installment agreements, penalty abatement requests, offer in compromise, and IRS notices.

1. What if I receive an IRS or state tax notice?
   We can review the notice, explain it, and respond on your behalf when authorized.
2. Do you represent clients before the IRS?
   Yes, we are authorized to represent clients before the IRS on their behalf..
3. Can you file back taxes?
   Yes. We help clients get compliant by filing prior-year returns.

1. Do you help with business formation and tax elections?
   Yes. We assist with EINs, S-Corp elections, and entity structure guidance.
2. Do you work with payroll and bookkeeping?
   Yes, we coordinate payroll compliance and offer bookkeeping or review services for accurate tax filings.
3. Do you prepare sales tax or 1099 filings?
   Yes, depending on the state and business needs.

1. How do you protect client information?
   We use secure systems and follow IRS data protection guidelines. In addition, each client is covered by our Identity Theft Restoration program. It’s a comprehensive, personalized recovery service for identity theft incidents.
2. Is my information confidential?
   Absolutely. Client confidentiality is a top priority. You can read our privacy policy on our website.