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- Can you prepare returns for agents in all 50 states? Yes. I have the ability to prepare all state and local tax returns.
- If I purchase the Professional or Premium System, how will I receive my Custom Tax Plan? After you complete your purchase and it is processed in the office, you will receive a Client Questionnaire by email. Once you complete and return the questionnaire by email, fax or regular mail, your Tax Plan will be developed and shipped to you with the other products in your system.
- Is my purchase tax-deductible for my business? Of course, all fees for products and services are tax-deductible for your business.
- If I extended my 2009 taxes, when are they due and can you still get them done in time? Extended 2009 Federal Form 1040's were due on October 15, 2010. If you still haven't filed for 2009 or prior years, please contact me ASAP to file the returns.
- Can I order by mail or fax? To order by mail or fax, simply click on the link at the bottom of the order pages and print out a form for ordering. You can fax, email, or send your order form by US Mail.
- Can I share the system with other real estate agents? Although I greatly appreciate your referrals to your colleagues, it is against copyright laws for you to create and/or distribute copies of any of the products in the Agent Tax Solutions System. I have priced my products to be affordable for all agents
- I have never had my taxes prepared by a CPA outside my area. How does this work? You will receive a Tax Organizer in late December or early January. There will be detailed instructions explaining what documents are needed and what your options are for sending them to me. All tax questions will normally be handled by phone or email.
- What are your fees for tax preparation? Since there are many differences in time requirements for completing returns, such as state and local returns required, and other individual tax forms necessary, all tax prep prices are estimated and quoted individually, unless you purchase the Premium System, which includes free tax prep for the first year. All quotes must be approved before tax prep is started. On average, tax prep fees will usually range between $400 to $800.
- Do you offer a money-back guarantee? Although it is my hope that you my systems valuable, I will refund your money within 30 days if you honestly feel that I did not provide the information you need to reduce your taxes by at least twice the cost of the system. You can request a Return Authorization number by email and you must return all the items included in your system at your expense.
- How do I get help with Agent Accounting 2008 software? I request that you send your tech support requests by email so that they can be logged and responded to quickly. Since these products are new, even though they have been tested and reviewed, I realize that there may be some issues that need to be addressed. As problems are encountered and corrected, there will be posts to the site so that other clients can refer to them quickly.
- How big is your firm? At this time, all accounting and tax work is completed by me. Additional help is employed as needed to help with website improvements, shipping, answering phones, and other clerical duties. However, I will continue to complete and review all tax returns personally.
- How much will it cost to get an upgraded version of the system for 2011? All clients who purchase Agent Tax Solutions 2010 can receive a FREE copy of Agent Tax Solutions 2011 for shipping and costs only of $9.95.
- How long will it take to receive my order? All orders will be shipped by USPS Priority Mail (approx. 2-3 days for delivery) normally within 3 business days of your order. If a Custom Tax Plan is part of your system, your order will be shipped within 3 business days of receiving your completed Client Questionnaire.
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