Frequently asked questions
Questions, answered.
The things people ask on the first call, grouped. If yours is not here, the form on the contact page reaches a Certified Accountant within 8 hours.
Getting started
How do I get a quote?
Send two sentences about the business and what is worrying you, through the form on any page or by email. A Certified Accountant replies within 8 hours on business days with a price, the scope and the short list of things we need. No call unless you want one.
Who actually does the work?
A team of Certified Accountants, CPAs and Enrolled Agents in Mumbai and New York, led by Minal Bihani, Certified Accountant. You get one named accountant who knows your file, and every deliverable passes a three-tier review before it reaches you.
Where are you based, and when are you available?
New York for the client side, Mumbai for the work. The Mumbai team works New York hours, so questions sent late in your day are answered before the next one starts.
Can I stop whenever I want?
Yes. Monthly plans have no long-term contract and can be stopped any month. Project work is quoted as one number and ends when it is delivered. Your file is handed over cleanly if you leave.
Prices
What does it cost?
Business tax returns from $99. Bookkeeping from $99 a month on the Micro plan, with Growth and Enterprise plans quoted from transaction volume. Formation, catch-up bookkeeping and virtual CFO work are quoted as one fixed number in writing before any work starts.
Are there extras on top of the quote?
State filing fees and software subscriptions are paid at cost. Anything else is in the written scope, and the price does not change unless the scope does.
Do you charge for the first call?
No. The 30-minute call and the written quote are free.
Tax filing
Which returns do you prepare?
Forms 1120, 1120-S and 1065 with K-1s, Schedule C on the personal return, Form 5472 with the pro forma 1120 for foreign-owned LLCs, Form 1040-NR for non-resident owners, and the state returns that go with them.
I am years behind. Can you help?
Yes. Each open year is prepared from rebuilt books, filed in order, and sent with the penalty relief request. The first step is a free IRS account transcript so we know exactly what is open.
Do you handle IRS letters?
Yes. With a signed authorisation our representative can speak to the IRS on the entity's behalf, request penalty abatement and answer notices in writing.
What about state taxes and annual reports?
Included in the scope for the states where the business is registered. Every state page on this site lists the dates and fees, and our deadlines page carries the federal calendar with a download.
Founders outside the US
I own a US LLC and live abroad. What do I have to file?
Form 5472 with the pro forma 1120 every April, fax-filed, whether or not the LLC earned anything. A state annual report on the state's own date. Form 1040-NR only if the LLC's activity creates US-connected income, which we settle in writing on the first call.
Can you get an EIN without an SSN?
Yes, by fax or phone with the IRS, as part of formation or first-year compliance. Nothing is charged for the number itself beyond the time to obtain it.
Which state should I form in?
For a founder with no US operations: Wyoming for familiarity and privacy, New Mexico for the lowest carrying cost, Delaware if you will raise US venture money. Anyone with a US foothold forms where the business actually operates.
Bookkeeping
Which software do you work in?
QuickBooks Online and Xero, in your own file with your bank feeds. A2X or Link My Books for marketplace sellers, Gusto for payroll where needed. If you have no file yet, we set one up on the plan you choose.
What does a month look like?
Feeds pull in on the 1st, one batched message of questions around the 3rd, reconciled statements by the tenth business day, reminders for estimates and state dates mid-month, and filings in deadline week after three reviews.
My books are a mess. Do you start again?
Usually we fix from the last clean month rather than start a new file, so history and tax returns still reconcile. A catch-up project is quoted as one number after we see the volume.
For CPA firms
How does a pilot work?
One client file or one workstream for a month at a fixed fee, in your systems, so you can judge turnaround, review notes and communication before committing to anything longer.
Do you work in our software, white-labelled?
Yes. Your QuickBooks, Xero, CCH, Drake, UltraTax, Lacerte or ProSeries with the permissions you set, and deliverables on your templates. Your client never sees us unless you want them to.
What about confidentiality?
Signed NDAs with the firm and each team member, access only through your systems, no client data on personal devices, and a named engagement lead accountable for the team. We complete your vendor questionnaire before the pilot.
Still deciding?
Ready for a fixed quote?
Two sentences from you. A written price within 8 hours. No obligation, no long-term contract.
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