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QuestionsStraight answers, before you get on a call.
If something is not covered here, ask us directly. There is no charge for questions and there never will be.
Working with us
How are your fees set?
A fixed monthly fee, quoted in writing after a scoping call and held for twelve months. It is based on transaction volume, entity count, jurisdictions and payroll headcount. It is never based on how many questions you ask.
Do you charge for phone calls and emails?
No. Hourly billing makes clients hesitate before asking, which is exactly backwards. Unscheduled calls are included.
How quickly do you respond?
Within one business day on anything routine, and same-day during filing season on anything time-sensitive. Deadline-critical items are escalated immediately.
Can we start mid-year?
Yes. Mid-year transitions are routine. We reconcile year-to-date figures before the first run so year-end reporting balances correctly.
Multi-country clients
Can you handle two or three jurisdictions for the same business?
Yes, and that is the core of the practice. You get one consolidated filing calendar, one named contact and consistent positions across every return.
Do I get billed separately for each country?
No. One engagement, one fee covering everything in scope across all jurisdictions you file in.
What about cross-border issues like treaties and foreign tax credits?
Handled once, in writing, by the team preparing both sides — rather than argued between two firms who each assume the other did it.
Onboarding and data
What do you need from me to start?
Prior-year returns, access to your accounting software, bank and payroll details, and a list of entities with their year-ends. We send a checklist built for your situation.
Do I have to change accounting software?
No. We work natively in QuickBooks, Xero, MYOB and Sage, and we adapt to your existing chart of accounts.
Who owns the data and the files?
You do. Your subscription, your data, your logins. We work as an invited user and that access can be revoked at any time.
How is my information protected?
Encrypted document exchange, least-privilege access, and no client records moved through personal email or consumer messaging apps.
Late filings and notices
I am several years behind. Is that a problem?
It is common and it is fixable. We work backwards in the order the revenue authority expects, and prepare relief or voluntary disclosure applications where penalties can be reduced.
I received a letter from the IRS, CRA or ATO. Can you deal with it?
Yes. Send it over. Correspondence and information requests on returns we prepared are included in your fee. Representation on returns prepared elsewhere is scoped separately.
Will filing late trigger an audit?
Filing late is not itself an audit trigger, and staying unfiled is far riskier than catching up. Penalties keep compounding until the return is in.
Next step
Still have a question?
Twenty minutes on a call answers most of them, and there is no cost or obligation.