FAQ

Our range of services includes:

• Tax preparation and tax planning
• Monthly bookkeeping and accounting
• Payroll and reports
• Sales tax support
• Advanced reporting insights and analysis
• Full oversight and management of your accounting (controller services)
• Technology solutions and systems management
• Business coaching, training, and insight
• Business strategy and business transformation
• Succession planning
• Company health and sustainable methods analysis
• Remote support for all services

Accountants are a great resource for anybody and can help you better manage your unique situation. Having an accountant tend to your complex accounting and tax burdens will also help ensure you're not paying more in taxes than you should.

As your accountant, we can also be your go-to support team when making important decisions by providing insight behind the numbers. Free training sessions during your onboarding, tax insight sessions, and regular business guidance sessions will all help to increase your knowledge and get you more acquainted with your situation.

A key difference between a CPA firm and a tax preparation company is the education, licensure, and training requirements for each. Because of this, a CPA firm is able to provide additional guidance and support that unlicensed preparers cannot, including unlimited representation before the IRS for audit, payment, and collection issues.

Other advantages to working with our firm include minimizing your tax liability, access to additional tax planning services, and the ability to understand your tax situation better through tax insight and guidance sessions. For those with businesses, we're also able to provide ongoing bookkeeping, payroll, and business guidance services throughout the year. A good CPA will not only ensure your tax numbers are correct but will take you beyond the numbers and look at the big picture, helping you get to a better place than you were in before.

We serve a broad range of clients across the country that include individuals, self-proprietors, corporations, and partnerships. Our clients range from new startups to established companies with over $5 million in revenue and include various industries such as contractors, professional services, agriculture, commercial & residential real estate, entertainment, automotive services, technology and consulting.

Yes! We're committed to providing a client experience that is both user friendly and easy to learn. During our onboarding process, we will discuss and then walk you through how to use the technologies that will benefit you the most. Once you've completed your onboarding, we'll continue to be available for any help and support you need. When you work with us, we are always available for questions via numerous channels including email and telephone.

We are currently working with business owners and their businesses through a package pricing model. Unfortunately, we are not able to offer tax-preparation-only services at this time. Please fill out our short Get Started form to get started.

For businesses, we offer both hourly rates and 12-month Care Package services. Packages are built around your specific wants and needs and are similar to the monthly subscription model in which all your agreed-upon services for the year are included in one monthly price. They are designed around the idea that it's nice to have a known, fixed amount you're investing into your accounting services.

Before beginning your package, you will be presented with several different options. Each option is priced to take into account the value of services being received and the level of commitment you are willing to invest. When choosing a Care Package, you're choosing your price and your level of investment up front so that you're able to plan ahead and avoid unexpected fluctuations in your billings by paying the same amount each month.

No! Our clients are located in numerous locations across the state and the country, along with members of our staff. In fact, some of our largest clients are located outside of the Bozeman area. We are a remote firm and are able to work with our clients easily over the internet. We use QuickBooks Online, Zoom, Basecamp, and various other technologies to make working together online a breeze.

If you're interested in learning, open to change, and looking to work with a CPA, we're probably a good fit! But you shouldn't take our word for it, which is why we'll have a free value conversation before you become a client to discuss specific items related to your situation and how we can help. It will also give you a feel for what it’s like working with us and the areas we focus on. Once you become a client, we also provide free campfire and basic training sessions with your CPA so you can get started feeling comfortable and confident in your new firm.

The first step is to fill out our short Get Started form. We’ll then schedule a free value conversation to get to know each other and start your onboarding.

1. Scope of Services

Acction Advisors LLC offers a range of services, including tax preparation, tax advisory, tax planning, and accounting services. The specific services provided to each client are detailed in individual engagement letters.

2. Service Delivery

• Initiation: Services commence upon the client's acceptance of the engagement letter and receipt of any required upfront fees.

• Timeline: Standard tax preparation services are typically completed within thirty business days (30) upon receiving all necessary documentation. During peak periods, this may extend to forty-five days (45).

• Communication: We maintain regular communication through our secure client portal, TaxDome, and are available for consultations via phone or email during business hours.

3. Client Responsibilities

Clients are responsible for:

• Providing accurate and complete information relevant to the services, including bank statements, agreements, invoices, and other pertinent data.

• Ensuring timely submission of all required documents to facilitate prompt service delivery.

• Reviewing all financial documents provided by Acction Advisors LLC to confirm their accuracy and completeness.

4. Confidentiality and Working Papers

• Client Documents: All documents provided by the client are treated as confidential and remain the client's property. Upon request, original documents will be returned.

• Accountant's Records: Acction Advisors LLC retains copies of all financial documents, reports, notes, and working papers created during the engagement. These records remain the property of Acction Advisors LLC.

5. Professional Standards and Termination

Acction Advisors LLC adheres to the highest ethical standards, complying with all applicable laws, regulations, and professional guidelines. We reserve the right to terminate any engagement if asked to participate in practices deemed unethical, illegal, or in violation of professional standards.

6. Dispute Resolution

Any disputes arising from our services will be addressed as follows:

• Negotiation: Both parties will engage in good faith negotiations to resolve the issue.

• Mediation: If unresolved, disputes will proceed to mediation, with costs divided equally between the parties.

• Arbitration: Should mediation fail, disputes will be settled through arbitration in Dallas, Dallas County, Texas, under Texas law. Arbitration costs will be determined by the arbitrator.

7. Refund and Cancellation Policy

• Refunds: Due to the personalized nature of our services, fees are non-refundable once work has commenced.

• Cancellation: Clients may cancel services by providing written notice at least 30 days in advance.

8. Contact Information

For questions or concerns regarding this Fulfillment Policy, please contact us through the portal.

As soon as your business begins to grow. Investing in a bookkeeper will help to minimize errors, keep your books up to date, and generate accurate financial reports. This allows you more time to focus on your business and make better business decisions.

Accountants are a great resource for anybody and can help you better manage your unique situation. Having an accountant tend to your complex accounting and tax burdens will also help ensure you're not paying more in taxes than you should.

As your accountant, we can also be your go-to support team when making important decisions by providing insight behind the numbers. Free training sessions during your onboarding, tax insight sessions, and regular business guidance sessions will all help to increase your knowledge and get you more acquainted with your situation.

When you combine proactive accounting with proactive tax planning, you have a better understanding of your overall position. When you have a better understanding of your position, you will be able to manage your tax situation, business growth, and cash flow more effectively and make more impactful decisions.

Bottom line: planning ahead allows you to navigate your situation more effectively and helps you keep more money in your pocket.

Are you unsure whether you are filing your taxes correctly or if you could be saving money on taxes by filing in a different manner? Have you ever made a life or business change, such as starting an IRA, exercising company options, or purchasing a large new piece of equipment, but you weren't sure how it would affect your taxes this year and next? Are you unsure whether your business should file as a sole proprietorship or as an S corporation? Tax planning can answer these questions and more.

Good tax planning helps minimize tax liability by capturing deductions and tax credits that might otherwise be overlooked. It can result in a synergistic effect where lower income resulting from more deductions results in a lower tax bracket and eligibility for more tax credits. Tax planning can also change high tax ordinary income to low tax capital gains. Tax laws are very complex and always changing and we are here to help.

Specific steps for starting a new business vary depending on your situation. However, key steps in the process include:

1. Choose the business entity type and establish the business with the Secretary of State.
2. Obtain an Employer Identification Number (EIN), also known as a Federal Tax Identification Number.
3. Open a business bank account.
4. If you are planning on hiring employees, register with the state for unemployment, workers' compensation, and income tax withholding.
5. Set up a bookkeeping system to keep your finances in order.

Starting a new business can be overwhelming but you don't have to go through it alone. We can help you through each step of the process so that you can get your business up and running as quickly as possible.

Yes! Your business entity can have a significant effect on how much tax you and your business pay. For profitable small businesses, the S corporation potentially offers significant tax savings as opposed to an LLC, a sole proprietorship, or a partnership. A regular corporation (also known as a C corporation) can result in double taxation and is often not the best choice for smaller companies.

Interested in learning more? As part of our onboarding for clients, we explain the differences in taxation of the various entities and can help you choose the one that's right for you.