Austin Business CPA AlternativeQuestions that show up after April

Do you sign an audit or a review

No. A signed audit, review, or compilation is prepared by a firm that holds that authority. We say so on the first call, and the disclosures page writes the line in full. If your bank wants that report, we will point at the kind of firm that can sign it. We will not attach an assurance opinion to a statement we draft.

Do you run payday?

We set payroll up. The checks keep coming from the payroll company you hired, not from this practice. Setup means the registrations, the list of people, and the rhythm of deposits. It does not mean we calculate a Friday check or stand in a payroll examination for you. If a notice arrives, we pull the records from months the bank has already matched.

Can the return start while the books are open

We will not treat an open month as a closed one. Planning the return is fair once the tied months are the ones on the table. It should not be filed from months that do not. If you are late, the first work is still the tie, not a rush to the envelope.

What if a deposit was my own money

Then it is not a sale. Owners move money between accounts and the software calls it income because the feed saw a deposit. We reverse that. The correction is ordinary, and it changes the year the return will describe.

Will you tell me if I do not need you yet

Yes. Some companies have a bookkeeper who already closes the month and a provider who already runs payday. They may need one conversation in October and nothing monthly. Selling a monthly close to a company that already has one is a conversation we decline.

Texans know a long Sunday morning on a marked course that has been run in this city every year since 1992. The questions after April feel like that road. They get shorter when the months are already closed, because half of them were answered in the month they happened.

Where do we meet?

On a video call. There is no office in Austin. The file stays in the software you already use. We look at the same file. The calendar page is how a time gets picked, and the form on this page works when a calendar is more than you want today.

A 30-minute call creates no engagement. Nothing becomes ongoing work until a letter, signed by you and by this practice, names both the scope and the fee. Until that letter exists, you are not a client, and the pages on this site are general information.

What should I bring if the year is already late

Bring the last return you filed, the bank statements for the open months, and any notice that is already on the table. We will not start by guessing a penalty. We will start by seeing which month the bank can agree with. A late year is still a sequence of months. The sequence is what makes the envelope dull again.

What happens to a question you send from this page

A person in the practice reads it. If the answer is already on the disclosures page, we will say that and point you there. If the answer depends on your months, we will say what we would need to see. We do not turn a question into a mailing list, and we do not treat the question as an engagement. How a note is stored, and how a phone call gets it deleted, is written on the privacy page.