FAQ

How to schedule appointments
Schedule Phone and Office Appointments  here:  https://TaxProseOnlineScheduling.as.me/ Clients on a monthly maintenance plan have a private link, pleas...
Thu, 24 Feb, 2022 at 1:27 PM
Accessing Portals
TaxDome:  https://taxprose.taxdome.com/ Sharefile: The link to access is :   https://taxprose.sharefile.com/Authentication/Login
Wed, 13 Jul, 2022 at 7:15 PM
Optional Add -on for Audit Protection Plan
Audit protection will cover 20 hours of our work to answer notices & representation under audit.  Audits are increasing by 49% . Random computer sel...
Fri, 11 Feb, 2022 at 2:52 PM
Cost of Consultation
Consultation   1 hour @ $250.00  Do you have a specific issue that needs a deep dive? Please provide background information and data in the secure portal ...
Tue, 3 May, 2022 at 9:22 PM
Tax Discovery Session
How much is a paid initial consultation and what do you provide the prospect in exchange for the fee? Currently, our Tax Discovery Session is $445 and incl...
Mon, 9 May, 2022 at 5:05 PM
Meeting In Person and Office Locations
As of August 31, 2022, Tax Prose has moved out of our large office suite located at 235 E Broadway where we operated for 8 years. It no longer became necess...
Wed, 25 Jan, 2023 at 8:09 PM
Hubdoc
Yes, please upload everything, including all invoices and receipts, whatever you have. When there is a line item on your bank statement or credit card state...
Wed, 31 Aug, 2022 at 1:17 PM
Estimated Tax Penalties
Calculating estimated tax payments on a quarterly basis can be arduous depending on the financial activity of the taxpayer that year.  We essentially need t...
Sun, 24 Nov, 2024 at 3:37 PM
Add Accountant to QuickBooks Online
It is important to choose FIRM tax instead of the user tab because the Accountant has access to powerful tools that will speed along the process: Si...
Sat, 4 Feb, 2023 at 2:42 PM
Update Business Address
Here is the form to update the address with the Franchise Tax Board: https://www.ftb.ca.gov/forms/2020/2020-3533-b.pdf https://www.ftb.ca.gov/help/conta...
Thu, 2 Mar, 2023 at 1:28 PM