Frequently Asked Questions
Find answers to common questions about our services, pricing, process, and security.
General
What services does Budgeted Tax Solutions offer?
We offer individual and business tax filing, bookkeeping (monthly and catch-up), LLC formation, EIN assistance, tax planning, tax resolution, IRS notice help, payroll support, and sales tax compliance.
Do you serve clients nationwide?
Yes. We serve individuals and businesses across all 50 states. Our services are delivered digitally through our secure portal, so your location doesn't limit our ability to help.
Are you an IRS Authorized e-File Provider?
Yes. Budgeted Tax Solutions is an IRS Authorized e-File Provider, meaning we meet strict IRS standards for electronic filing.
How do I get started?
Book a free consultation on our website. We'll discuss your situation, recommend the right services, and provide a clear price quote — all before any work begins.
Tax Filing
How much does tax filing cost?
Individual returns start from $149, self-employed from $299, and business returns from $499. We provide a fixed quote based on your specific situation before starting.
What documents do I need?
Typically: W-2s or 1099s, government ID, Social Security numbers, prior year return, and any deduction documentation. We provide a detailed checklist once you get started.
How long does it take to prepare my return?
Most individual returns are completed within 3–5 business days after receiving all documents. Business returns may take 5–10 business days depending on complexity.
Can you file returns for previous years?
Yes. We file prior year returns for any tax year. We can reconstruct income from IRS transcripts even if you've lost your documents.
Do you handle multi-state returns?
Yes. If you lived or worked in multiple states, we prepare all required state returns.
Bookkeeping
What accounting software do you use?
We work with QuickBooks Online, Xero, and Wave. If you don't have software set up, we'll help you choose and configure the right option.
How far behind can my books be for catch-up?
We handle any backlog — months or even years behind. We'll assess the scope and provide a timeline and quote.
Do I get a dedicated bookkeeper?
Yes. You're assigned a dedicated bookkeeper who learns your business and is available for questions.
Business Services
How long does LLC formation take?
Processing varies by state, typically 5–10 business days. Expedited options are available in many states.
Do I need an EIN?
If you have an LLC, employees, or want to open a business bank account, yes. We include EIN application in our LLC formation service.
Should I be an LLC or S-Corp?
It depends on your income and situation. We analyze your finances and recommend the optimal structure for tax savings.
Security & Privacy
Is my information secure?
Absolutely. We use 256-bit SSL encryption, secure cloud storage, and strict access controls. Your data is protected with bank-level security.
How do I send documents?
Through our secure client portal with encrypted uploads. Never send sensitive documents via regular email.
Who has access to my information?
Only your assigned tax professional and necessary support staff. We maintain strict access controls and confidentiality.
Still Have Questions?
We're here to help. Book a free consultation or contact us directly.