FAQ

Frequently Asked Questions

1

Do I need a video or phone meeting before becoming a client?

No. Most U.S. clients work with us completely online. Our process is secure, efficient, and designed for remote service.

2

Is it safe to upload my financial documents online?

Yes. We use encrypted platforms that meet IRS-recommended data security standards. Your documents remain fully confidential and securely stored.

3

Who will handle my bookkeeping or tax preparation?

All work is performed by trained tax preparers and accounting professionals at Ironcrest Strategic Advisors, LLC. No third-party outsourcing. No sharing of your data.

4

How do I send my documents?

You will receive a secure, private upload link. You can drag-and-drop files from your phone or computer.

5

Do you work with new LLC owners and freelancers?

Yes. We specialize in supporting:

  • New small businesses
  • Self-employed professionals
  • Contractors & freelancers
  • Single-member LLCs
  • Service-based businesses
6

When do I pay for services?

  • Cleanup: 50% upfront
  • Monthly bookkeeping: billed monthly in advance
  • Tax preparation: paid before filing

All payments are processed securely through Stripe or PayPal Business.

7

Can you file my taxes even if I live in a different state?

Yes. We serve clients nationwide.

8

What support can I expect after onboarding?

We provide ongoing email support, timely communication, and priority assistance for our clients.

9

Will I receive an engagement letter?

Yes — every client receives a written engagement letter outlining scope, pricing, and confidentiality terms.

10

How fast will my work be completed?

  • Cleanup: usually 3–10 business days
  • Monthly bookkeeping: 7-day turnaround
  • Individual tax returns: 3–5 business days