Frequently Asked Questions
WHAT ARE THE FEES? CAN I AFFORD AN ACCOUNTANT/BOOKKEEPER?
All fees are flat-rate prices except for QuickBooks training which is charged by how many hours you need. Bookkeeping and Payroll are flat monthly rates based on your company’s revenue and start at just $50 per month. Tax Preparation fees are a one-time flat-rate fee depending on the complexity of your tax return. Never let a tax professional charge you for a tax return based on how much your refund is - that is illegal!
HOW DO I GET STARTED?
We like to begin with a free consultation to determine the best solutions for your business or family. Then, we have an in-take form and begin reviewing your
In-Touch Action Plan. Recurring packages are paid on either the 1st or 15th of the month by ACH or Credit Card Authorization. Tax Preparation requires the completion of in-take forms and a 50% deposit in most cases.
WHAT IS THE BEST WAY TO COMMUNICATE WITH ONE STOP?
Our primary form of communication is email. It allows us to document, follow up and reference our work and the conversations we have. For a quick question or to schedule an appointment, you may text Ivy Fivey directly to 305-389-3804. To reach the directory or leave a voicemail, you may call our toll free number at 800-717-0180; however, if you leave a voicemail, calls are returned within 24 hours or the next business day.
CAN I USE ONE STOP FOR ONLY ONE SERVICE AND NOT ALL SERVICES OFFERED?
Yes! We offer payroll, bookkeeping, and QuickBooks Help, in addition to Tax Preparation. If you want to use another Tax Professional to prepare your taxes, we will work with them to ensure a smooth and seamless tax season.
QUICKBOOKS ONLINE OR DESKTOP?
QuickBooks for Desktop is used by One Stop Consulting Shop for clients who do not handle or participate in their own bookkeeping. We send these clients a monthly report for their review between the 15th and 25th (depending on the client) or any agreed upon date after the 5th and we handle all data entry, changes and corrections.
QuickBooks Online is a better option for clients that want to handle their invoicing themselves, use 3rd party software integration but prefer for One Stop Consulting Shop to reconcile their accounts and handle other tasks as well as review the books on a monthly basis. QuickBooks Online can also be accessed by multiple people from any computer via a web browser. QBO has a monthly fee (and can be purchased through One Stop Consulting Shop for a discounted rate).
Both options allow for a seamless tax preparation experience!
CAN I SIT WITH THE INDIVIDUAL DOING MY TAXES?
At One Stop, we work with clients across the Country because we operate as a virtual firm. Because of this, we have the ability to select the very best licensed and credentialed Tax Professionals from other areas so that location is not the basis for our decision. We utilize two Enrolled Agents, one located in South Florida and one located on the Treasure Coast. We use one CPA that travels between downtown Orlando and Texas. When we prepare your return, only the licensed Tax Professional signing the return enters your data. Many firms use interns, non credentialed staff and seasonal help to enter your data with the Tax Professional only reviewing the final product. At One Stop, each of our Tax Professionals complete your return from start to finish independently and thoroughly. By having one person complete the return from start to finish, this reduces the potential for errors.
Should you need to speak with our Tax Professionals directly, we will schedule a conference or Skype call with you throughout the process as we work as a team with every client. If you are located in the area of one of our Tax Professionals, we absolutely can schedule an in-person appointment.
IS MY INFORMATION AND DATA SAFE?
We use a Client Portal powered by Citrix ShareFile. This software is used by 99% of Fortune 500 Companies. It uses 256 bit SSL encryption for data in transit and 128-bit RC4 encryption for data at rest, while saved. We also use encrypted email for the fast sending of information and provide every client with a unique log-in and password. We use enterprises level security and next gen firewalls operated by our in-house Chief Technology Officer who has over 20 years of experience in data security and storage solutions.
IS ONE STOP THE RIGHT STOP FOR ME?
We believe in trust, open communication and transparency. We believe in simple solutions, proactive problem solving and customized programs that fit within every client's budget. Some questions that you should ask every Accounting Firm that you interview to earn your trust, as well as yourself:
1. Who exactly is working on my tax return?
2. Are your staff licensed?
3. How many people work in your firm?
4. What are your fees and are there any hidden costs? Do you charge by the hour?
5. Can I call and ask a quick question at any time?
6. Is my data safe? What measures do you take to protect my identity?
7. Do you keep current on changes to tax laws and court cases that affect tax rules?
8. Do you remind me of deadlines and provide other educational opportunities?
9. Can I trust you? Am I comfortable talking to you? Do I feel important?