FAQs
General Questions
What is your money back guarantee policy?
There is no money back guarantee policy in place. With tax and accounting we have to ensure that we’re in accordance with U.S. tax code and laws.
How do I sign up for the Client Portal?
How do I view and download documents in the Client Portal?
The address on your site says it's for correspondence, can I visit to conduct business?
Dunham Tax Professionals LLC offer virtual accounting and tax services. With today’s technology, we have the ability to use multiple ways to communicate and verify information. To conduct business we use the following forms of communication: email, telephone and Zoom video calls. With us serving you virtually, you have the ability to conduct business no matter where you are in the world. If you have any questions, contact us.
How do I fill out the Onboarding Questionnaire in the Client Portal?
Bookkeeping Questions
Do I need a bookkeeper if I have an accountant? What’s the difference between the two?
Accountants and bookkeepers perform distinctly different tasks for the businesses they serve. Bookkeepers are responsible for on-going maintenance of their clients’ general ledgers. A bookkeeper’s common responsibilities consist of:
- Compiling data on a daily basis
- Categorizing expenses in the general ledger
- Reviewing the general ledger for accuracy
- Reconciling bank statements against the general ledger
- Generating financial statements
Accountants use the accurate and up-to-date general ledger maintained by the bookkeeper to provide advisory services, such as:
- Analyzing the company’s financial data
- Preparing income tax returns
- Providing tax planning advice
Do you serve businesses with under 100k in annual revenue?
Absolutely. We offer bookkeeping packages for small businesses of almost every size!
How much is the bookkeeping service?
Each company is priced differently. Schedule a strategy call for a quote.
Should my bookkeeper be local?
Small businesses no longer need to work with a local bookkeeper. The internet and cloud technology makes it easy for bookkeepers to securely access their clients books anytime, anywhere. Business owners can now hire bookkeeper who truly understands their industry and operations, instead of hiring the local, community bookkeeper by default.
Do I need to clean up my books before I hand them over to you?
No, we’ll include clean up for you as part of our work estimate. We will setup your industry-specific general ledger in the cloud accounting solution that best fits your needs.
I have multiple businesses, how can you help me?
We specialize in bookkeeping and tax services for multiple businesses and franchises. We can manage the books for each individual business and give you insight into your business’s overall financial performance.
Tax Planning Questions
What is tax planning?
It is a strategic tax plan that consists of customized tax strategies built around your particular goals of your company.
What is the benefit of tax planning?
We analyze your business and build a firm plan to help lower you tax liability. We ensure you receive every tax deduction you’re legally allowed under the U.S. Tax Code. Read our article on how Dunham Tax Professionals can assist with tax planning.
Who are the services for?
Our tax planning services are for individuals, entrepreneurs, self-employed, small business owners, CEOs of corporations and nonprofit organizations.
How do you know if this service is for me and/or my business?
Taxes are a huge expense and are a priority in many organizations. This is why it is important to plan for them. Our strategic tax planning service gives you access to the newest tax strategies while our tax professional gives you the best advice to ensure you keep up with the ever-changing tax laws.
Tax Preparation Questions
What documents do I need to have my taxes prepared/filed?
There are multiple documents that are needed to prepare/file your taxes. Please download our checklist to prepare for your taxes.
How do I obtain a copy of my prior year tax return using Dunham Tax Professionals?
You can obtain a copy of your prior year’s return by contacting us and we will forward it to you within 48 hours.
How do I obtain a copy of my prior year tax returns not prepared by Dunham Tax Professionals?
You can obtain a copy of your prior year’s return by contacting your previous tax preparer. If they are no longer in business and/or you can not contact them, you can request your tax return transcript* from the IRS.
*The IRS Tax Return Transcript is not in your usual tax return format and only show a summry of select data.
What if I receive another tax form after I’ve filed my return?
If you’ve already e-filed or mailed your return to the IRS or state taxing authority, you’ll need to complete an amended return. You can file Form 1040X through our company. Additional fees may apply.
How long do you keep my filed tax information on file?
We retain your information for as long as your account is active or as needed to provide you services. We may retain or use your information as necessary to comply with our policies, legal obligations, resolve disputes, and enforce our agreements. The IRS requires us to retain filed tax returns for a period of at least three years.
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