Frequently Asked Questions
Getting started
How do I get started?
Schedule a free consultation by filling out the contact form using the link at the top of the page. We’ll get right back to you to set up a meeting. We’ll talk about your business, your challenges and what kind of support would help most. No pressure, no obligation.
What information do I need to provide?
It depends on the service. For tax prep, you'll need income records and deduction docs. For bookkeeping, we'll work with whatever you have and help you organize it. We'll give you a clear list once we understand your situation.
I’ve fallen behind on my books. Is it too late?
Not at all. Life happens. It's never too late to get caught up, and we'll be the first ones cheering you on when you're ready to tackle it. Get in touch and we'll make a plan together.
What if I’m disorganized or don’t have all my records?
That's exactly what our bookkeeping cleanup service is for. We'll help you organize what you have, track down what's missing, and get you back on solid ground. No judgment, just practical help.
Services & Pricing
How much does it cost?
We keep pricing transparent:
Bookkeeping Cleanup: $70/hr
Tax Prep: from $250 (individuals) or $600 (business)
Quarterly Review: from $150/month
Full Service Monthly: from $250/month
We'll discuss your needs and give you a clear estimate before you commit.
Can I upgrade my service later level?
Absolutely. Your business changes, and we change with it. Move from annual to quarterly or monthly anytime. No penalties, no long-term contracts.
Do you handle payroll?
Yes! Payroll management is included in the Full Service Monthly package. We work with third party providers to handle processing, tax withholding and filing.
Can you help with business structure (LLC, S-Corp, etc)?
We can help you understand the tax implications of different business structures and can help with relevant tax filings. For the legal formation itself, we recommend working with a business attorney.
Working with us
What makes My Team Tax different?
We’re small on purpose. Your account manager knows your name, your business and what matters to you. You’re part of our team.
Do you work with businesses anywhere in the US?
Yes! We work with clients across all 50 states. Online meetings, email, phone, and your secure client portal make it easy no matter where you are.
Do you offer year-round support or just at tax time?
Year-round. No matter which service level you pick, we're here to answer questions and help you stay on track throughout the year.
What if I”m not happy with the service?
Tell us. Seriously. We want to hear about it so we can fix it. We're building a long-term partnership, and that only works if you're happy.