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Frequently Asked Questions

Will you outsource my tax return/issues?

No. All tax work is done in-house. We will never outsource your tax return/issue to another provider. We prepare, review and deliver from our office. In very rare situations a specific tax issue might require a specialist. If this is ever necessary, you will be consulted and your approval will be required to move forward.

How can I contact you?

Clearly understanding your tax situation and needs requires a sufficient level of communication between both parties. To effectively accomplish this we provide a number of ways for you to contact us.

Phone: 262.622.6012, Always feel free to call.

Email: joel@joelforbescpa.com, email is always our best choice but we would love to hear from you with your preferred method.

Microsoft Teams: After an initial call or email, we can set up a face-to-face meeting to discuss your situation.

Office Visit: If you are going to be the area, just let us know and we can schedule a walk-in meeting with you.

How safe are my documents?

As you can imagine, documentation is a key ingredient in tax work. To carry out our work requires you to provide the necessary documentation. Your documentation contains extremely personal and financial sensitive data. You need to have some level of assurance that your documentation is safe.

The security of your documentation is paramount. We go to great lengths to ensure that your data is protected. We utilize a cloud-base system that utilizes bank grade encryption to store your files. All files can only be accessed through a two factor authorization process. Furthermore, we have implemented policies and best practices that reduce risk to your files. Data security procedures are reviewed on a regular basis to ensure that we are responding to constantly evolving threats.

Where do you practice?

We are based in Mequon, Wisconsin ( 25 miles north of Milwaukee). However, our practice has never been limited to the local area. We are proud to have clients reaching from California to Illinois to New York, and many states in between. Through secure file sharing, phone, email and now Microsoft Teams, technology has allowed us to provide our quality services to any geographical area.

How much do you charge?

Price can be one of the most important considerations when hiring a CPA. Hiring the best qualified CPA while respecting your budget can be very challenging.

Tax returns and tax issues, from the simple tax return/issue to the more complex tax return/issue, come in all shapes and sizes. Pricing does too. Pricing is developed from many factors, however, complexity and time are the primary drivers. With all this variability it is difficult to have a general list of prices.

Understanding this uncertainty, we will always provide you with a quote for services before work begins. You will know what services you are paying for and how much they will cost. The quote will be delivered via e-mail for the relatively simple engagements or a more formal engagement letter with a scope of services for the more complex.

Navigating your finances doesn't have to be a hassle.

Schedule a consultation today to see how we can help you mitigate your taxes, and protect your wealth.

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