Do you provide free initial consultations?
How do you price your services?
When will you bill me for your services?
What can I do to reduce my fees?
What is a CPA and do I really need one to prepare my taxes?
Who will actually perform the work?
Is my personal data safe?
K. A. Bell, CPA is committed to safeguarding your personal information. We reference AICPA’s recommendations, IRS and state regulations, and consult with information technology experts. The transfer of your information and files is done safely and securely through our electronic client portal.
What is the Client Log-In used for?
My old accountant has years of files. What happens to them?
How does the individual tax preparation process work?
At K. A. Bell, CPA, we strive to make the individual tax preparation process easy and efficient. If you are a new client, it is best to schedule an in-person meeting. When the meeting is prior to year-end, we can provide a Tax Organizer in January to help you organize your information for the current year. When the initial meeting is during tax season, please bring your current year tax information with you.
During your meeting, we’ll discuss your tax situation, answer any questions you have, and take information needed to prepare your returns. If there are additional questions or missing information, we’ll contact you. Once we complete your returns, you can choose to receive them by mail, our secure client portal, or in person. We are happy to schedule an appointment to review the completed returns with you. Included with your returns will be important instructions you will need to follow.
Most federal and state returns are filed electronically. We are required by law to obtain a signed authorization form from you prior to doing so. Additionally, depending on your particular situation, there may be additional steps needed to pay balances due, file local returns, or pay the next year’s estimated taxes.
Do we need to meet in person?
Where are you located?
Do you have evening and Saturday appointments?
Does my CPA need to be local?
Are you capable of handling tax filings in other states?
What should I do if I get a tax or audit notice?
I’m starting a new business. Can you help me?
Can you help my business with accounting and business decisions?
Do you work with other accounting software in addition to QuickBooks?
I am an Executor of an estate. Can you help me with the process?
What is an engagement letter?
Questions? Contact Us.
Primary Office: 2009 Mackenzie Way, Suite 100 Cranberry Township, PA 16066
Gibsonia Office: 103 Ringneck Court, Gibsonia, PA 15044
Business Hours: 8:30 AM – 5:00 PM and By Appointment