Frequently Asked Questions
FAQs
What services do you provide?
Tax preparation for individuals and small businesses which includes HOA's and Condo Associations, bookkeeping, consulting and accounting services.
Can you represent me if I get an IRS notice?
Yes, as a Certified Public Accountant I can represent you.
How much does it cost?
Our pricing varies depending on time, effort, complexity, number of forms, and any external or third party costs. We offer a variety of options to fit your needs and budget. Please visit our Services pages for more information.
Do you handle multi-state returns?
Yes, I have experience with multi-state returns and can handle that.
Do you manage payroll directly?
I can offer guidance on establishing payroll and assist with the journal entries, but I generally connect my clients with third party payroll vendors for routine payroll management.
Do you accept physical documents?
Yes, I can accommodate physical documents. Our preferred method is always electronic though. We utilize a secure client portal to gather information, communicate, share documents, billing, etc... Most of our clients find the portal very easy and efficient.
How can I contact you?
You can reach Pivotal Tax & Accounting by phone at 812-419-2008, by email at info@pivotaltacpa.com, or through our online consultation form.
Do you offer bookkeeping?
Yes, I offer bookkeeping services on an ongoing basis, can assist with setup or perform clean-up as well. I am familiar with top bookkeeping software packages.
What states/areas do you serve?
Main service area covers Southern Indiana, Louisville metropolitan area and all surrounding areas. I can assist clients in all 50 states as needed.
Do you work with self-employed individuals and small businesses?
Yes, we specialize in self-employed and small business tax, accounting and consulting.
