Frequently Asked Questions

We are still working on setting up our systems and we do not yet have a specific date.  We will announce our services as soon as possible.

We meet exclusively via video calls and communicate via email.

We begin our data collection processes in November prior to the tax season so we prefer to get all clients who wish to work with us in the upcoming season onboarded and deposits paid by the end of November.  If you find us past the November deadline you may contact us to ask if we can accommodate a late onboarding.

All documents should be uploaded to your secure client portal.  Please do not email documents to us.

All documents should be uploaded to your secure client portal 45 days prior to any filing deadlines.  For regular filers with returns that need to be filed by April 15th, this would be March 1st.  We do know that there are documents that come in after that date (K1's for instance), and in these cases we will do our best to coordinate a plan to accommodate these situations, but such taxpayers need to know that plan may require an extension.

We generally require a 50% non-refundable deposit before starting any engagements.  Buccaneer VIP Club members will have their payments billed monthly.

No, deposits are paid to reflect the work we need to put into the engagements are not refundable.

No, all bills must be paid before releasing our work to you or filing any returns.  Any documents you supply to us will always be returned to you or made available to you via our portal.

TBD

Click here to view our full representation & audit policy

Although we prioritize our focus on people in our niche, we do take on clients outside of our niche on occasion.  If after reviewing our processes, you feel we are a good fit for you please contact us and we will be happy to evaluate if we can help.

No, we can only prepare US tax returns, but we can work with your foreign tax professionals to coordinate your strategy and planning to create the most advantageous situation.  Whenever possible we will help in recommending, evaluating and selecting foreign tax professionals if you do not already have one.