Frequently Asked Questions
What services does TrueCount Advisor provide?
TrueCount Advisor offers expert tax preparation, planning, bookkeeping, and business advisory services. Services include creation, understanding and management of WIP, individual and small business tax preparation, tax planning, amendments, IRS representation, monthly bookkeeping, cleanup, financial statements, bank and credit card reconciliation, accounts payable/receivable support, QuickBooks setup, entity selection, new business setup, financial consulting, and periodic reviews. Also offers mobile notary services.
Who can you help?
Our team works with individuals, W-2 earners, independent contractors, freelancers, small business owners, single parents, non-filers, taxpayers facing IRS issues, startups, side hustlers, and retirees. TrueCount Advisor provides personalized support for a variety of financial situations.
Are you authorized to represent clients before the IRS?
Yes. TrueCount Advisor is led by an Enrolled Agent admitted to represent clients in audits, collections, notices, and appeals. We advocate for you and help resolve IRS issues efficiently.
I received an IRS notice. What should I do?
If you receive a notice or letter from the IRS, contact our team immediately. We will review the notice, determine the issue, and guide you on the best course of action, including representation if needed.
I’m self-employed. How do I handle Schedule C or 1099 income?
We provide full support for Schedule C filings and managing 1099 income. Our team ensures accurate reporting, deducts eligible expenses, and provides tax planning strategies to reduce liabilities and maximize refunds.
I don’t know how to file a 1040. Can you help?
Yes. TrueCount Advisor prepares accurate individual 1040 returns, including all schedules and forms needed for your situation. We ensure compliance, maximize eligible deductions, and answer all questions during the process.
I owe back taxes. What options do I have?
If you owe back taxes, we can help negotiate with the IRS through installment agreements, offers in compromise, or other resolution options. Our team works to minimize penalties and protect your financial interests.
I’m worried about an audit. Can you represent me?
Yes. TrueCount Advisor represents clients during IRS audits. Our IRS-Enrolled Agent handles communications, prepares necessary documentation, and works to resolve the audit efficiently and accurately.
How does your bookkeeping process work?
Our bookkeeping services include monthly bookkeeping, cleanup and catch-up, financial statements, bank and credit card reconciliation, accounts payable/receivable management, and QuickBooks setup and support. Accurate records help you make informed financial decisions.
I made mistakes on past tax returns. Can you fix them?
Yes. We handle amendments to correct prior filings, including 1040, Schedule C, and 1099 forms. We review your records, submit amended returns, and work to recover overpaid taxes where applicable.
How long does it take to complete tax preparation or bookkeeping?
Timelines depend on the complexity of your financial situation and completeness of your documents. Individual 1040s may take a few days, while Schedule C, 1099, or small business bookkeeping may take several weeks. Our team communicates expected timelines clearly.
How much do your services cost?
Pricing varies based on service type, complexity, and frequency. During the initial consultation, we provide a clear, customized quote. Our goal is transparent, fair pricing with no surprises.
How do I get started?
Contact us via phone, email, or our online form. We schedule an initial consultation, discuss your needs, and outline a personalized plan to address your taxes, bookkeeping, and financial advisory requirements.
Do you serve clients outside of Texas?
Yes. TrueCount Advisor is based in Texas but provides services to clients across the United States. Remote consultations and secure document sharing make it simple for nationwide clients to work with our team.
Why should I choose TrueCount Advisor?
Our Enrolled Agent team combines professional expertise with personalized support. We provide accurate, reliable tax, bookkeeping, and advisory services, clear communication, and strategic guidance to help clients achieve financial clarity and confidence.