At Tax & Accounting Solutions, we’re committed to ensuring a smooth and seamless transition for all our clients. To help answer your questions and provide clarity, we’ve compiled this list of FAQs to address key topics about the changes and how they benefit you.
If you can’t find the information you’re looking for here, please don’t hesitate to reach out to us. Our team is here to provide the support and guidance you need every step of the way.

 

General Transition FAQs

Q: Why is this transition happening?

A: This transition allows Bonnie to enjoy a consulting role while making sure her clients are in good hands. She chose us because she felt we could take care of her clients in the way they expect. Building on the trust, our resources, expertise, and technology will provide you with even better service. Our goal is to maintain the personalized care you’ve come to trust while introducing new tools and efficiencies to make your experience even smoother.

Q: Will I still receive the same level of service I’ve always had?

A: Absolutely! Our expanded team ensures that you’ll receive even better support with faster response times and a dedicated team member assigned to your account. We’re committed to maintaining the personalized service you’ve come to expect.

Q: Will I still be able to work with Bonnie?

A: Bonnie will continue to play an important role as a consultant during this transition, ensuring that her expertise and familiarity with your needs are part of the process. While she won’t be involved in day-to-day operations, our team is fully prepared to provide the same level of personalized service you’ve come to expect, with even greater availability and resources to support you.

Q: How do I know the new team is as trustworthy as my old provider?

A: We understand trust is essential. Our firm has a proven track record of high client retention and satisfaction. We take pride in delivering professional, reliable service and look forward to earning your trust through our client-first approach. Our doors are always open to our clients if you feel you need to have a more in-depth conversation on the subject with one of our staff.

Q: Do I need to go to a different office?

A: Nope! You can continue visiting the same office location you’ve always used or come check out our main office. 

Your Existing Office – St. Michael’s Office
411 St. Michael’s Dr Ste 6
Santa Fe, NM 87505
Phone: 505-820-0601
Hours: Monday–Friday 9am–3pm
(Your regular office remains open to serve you.)

Our Main Office – St. Francis Office
1225 S St. Francis, Suite C
Santa Fe, NM 87505
Phone: 505-984-0646
Hours: Monday–Friday 9am–3pm

Both locations are fully equipped to assist you, and our team is ready to help wherever it’s most convenient for you.

Q: What other services do you provide?
A: In addition to tax preparation, we offer a range of services designed to support your financial success, including:

• Accounting, Bookkeeping and Payroll services
• Financial Consulting, Budgeting and Cash Flow Projections
• Business Advisory services
• Tax Planning & Tax Strategy Advisory services

Our goal is to be your comprehensive financial partner, providing the expertise and tools you need to thrive. If you’re interested in learning more about these services, feel free to contact us!

 

Team and Communication FAQs

Q: Who do I contact if I have questions?

A: You can contact Tax & Accounting Solutions by email, phone or simply fill out our contact form for any questions. Your dedicated team is ready to help you at any time.

Q: What is happening and when?

A: We’re excited to announce this transition and will share updates with you every step of the way. Our first priority is to ensure a seamless tax season for you. For a detailed list of key dates and important updates, please visit our Welcome Page.

In addition, please keep an eye on your email for important updates and feel free to reach out with any questions.

Q: How will you communicate updates about the transition?

A: We’ll be sending regular email updates to keep you informed. Additionally, you’re welcome to attend our Meet & Greet event on January 18th, 2024 at your regular office at 411 St. Michael’s Dr, Ste 6 to ask questions in person.

Q: How can I meet the new team?

A: We’re hosting a Meet & Greet event on January 18th, 2024 at your regular office at 411 St. Michael’s, Dr Ste 6 for all clients. You’re invited to join us to meet the team, ask questions, and learn more about how we’ll continue to serve you. Details will be in your invitation.

You can also come visit us at either location during business hours if you have any questions.

 

Tax Portal and Technology FAQs

For detailed information about our secure Tax Portal, please read the Tax Portal Information Sheet.

Q: What is the Tax Portal?

A: The Tax Portal is an optional online tool that allows you to securely upload documents, review returns, sign forms electronically, and communicate directly with our team—all from the convenience of your device.

Q: What are the benefits to using the Tax Portal?

A: Our Tax Portal allows for quicker communication, faster document submission, and electronic signatures and payment methods—saving you time and providing a more streamlined experience. Please review the Tax Portal Information Sheet for more information.

Q: Is using the Tax Portal required?

A: No, but we encourage all new and existing clients to use our Tax Portal for all of its many benefits provided to our clients making tax season as easy as possible for you. You can still continue to submit documents in the traditional way if that’s more comfortable for you. However we are offering a special discount for early adopters of our portal this year. More details coming soon!

Q: How do I sign up for the Tax Portal?

A: We will be sending all new clients an invite link for our Tax Portal in January. You’ll receive an email invitation with step-by-step instructions on how to set up your Portal account. If you need help, our support team is happy to assist.

Q: What if I prefer to bring my documents in person?

A: If scanning all your documents isn’t possible, you can still take advantage of our Tax Portal for streamlined communication, a personalized questionnaire and progress tracking while bringing your documents to our office. Please review the Tax Portal Information Sheet for more information.

Q: Will there be support for using the Tax Portal?

A: Absolutely! We’ll provide easy-to-follow instructions when we send out the Tax Portal invitation in January, and our team is available to answer questions and guide you through the process. 

 

Billing and Payments FAQs

Q: Will the billing process change?

A: Yes, for your convenience we’ll now collect payment upon completion of your tax return. If you choose to use our secure Tax Portal, you’ll be able to pay directly through the portal when you sign. If you prefer to come in and sign your return, you can pay when you come in to sign.

Q: Is there a discount for using the Portal?

A: Yes! We’re offering a special discount for clients who choose to adopt our Tax Portal this tax season as part of our early adoption program. Details will be provided in our correspondence very soon!

Q: Will my pricing change?

A: Your pricing for tax preparation will be similar to what you’ve been paying, with any updates reflecting standard annual adjustments for inflation and industry changes. We are committed to keeping our pricing fair while continuing to provide the high-quality service you’ve come to expect.

However, as a thank you for joining our secure Tax Portal, we’re excited to offer a special discount on your tax preparation fees this year as part of our early adoption program. Signing up is easy, and the portal provides a more streamlined and convenient experience! Please review the Tax Portal Information Sheet for more information. We’ll be sending out invites to the portal in January. Details of our discount will be provided in our correspondence very soon!

 

Tax Process FAQs

Q: Will my tax return still be handled the same way?

A: Yes, our team will ensure that your tax return is prepared with the same accuracy and attention to detail you’re used to. We’re simply adding more resources to support you.

Q: Who will handle my account during tax season?

A: You’ll have a dedicated team member to handle your account, ensuring continuity and personalized service. With our President, Eloisa Rivera, being an Enrolled Agent licensed by the IRS, you can rest assured that your account will be managed with the highest level of expertise and care. Our team is here to support you every step of the way.
Review our information about Enrolled Agents.

Q: Will my returns still be prepared on time?

A: Absolutely. As long as you meet the documentation deadlines outlined in your Client Engagement Agreement, you can expect your return to be completed on time. Engagement Agreements can be reviewed and signed directly in our Tax Portal (an emailed Engagement Agreement is possible on request to be brought back to one of our locations for filing).

If information and documents are provided after these dates, your return will most likely go on extension. Our team is dedicated to ensuring timely and accurate returns when deadlines are met, and we will communicate clearly if an extension is necessary.

If you already know you’ll need to file an extension, please let us know as early as possible. This helps us streamline communication and focus on preparing your return when you’re ready.

Q: How will I know if my return is ready?

A: Our secure Tax Portal makes it easy to track the real-time status of your return and receive updates as it progresses. Once your return is complete, you’ll receive a notification through our Tax Portal with instructions for reviewing and signing it.

If you choose not to use our Tax Portal, no problem—we’ll notify you via email or phone to ensure you stay informed every step of the way.

Q: Will my unique needs still be addressed?

A: Yes, our expanded team means quicker response times and more support for your questions. You’ll always have someone available to help, whether it’s your dedicated account manager or our support desk.

 

Security FAQs

Q: How is my data being protected?

A: Your data security is our top priority. Our Tax Portal is SOC2 compliant, meaning it meets the highest standards for data security. All files and communications are encrypted, and we use multi-factor authentication to ensure only authorized users have access.

Q: Will my personal information be shared?

A: Absolutely not. We strictly adhere to privacy laws and do not share your personal information with any third parties.

 

Transition Concerns FAQs

Q: What if I have questions during the transition?

A: Please don’t hesitate to reach out! Our team is here to address your concerns and ensure you feel confident during this process. Please use our contact form or email or call us. 

Q: ​​This is a lot of change all at once.

A: We completely understand, and we’re here to make the transition as smooth as possible. We’ll break everything down into manageable steps and provide plenty of support through Meet & Greets, FAQs, and individual assistance. And both your existing office and our main office are open to you.