FAQ

We believe in transparent, value-based pricing. While every financial situation is unique, our general fee structure is as follows:

• Tax Preparation: Fees are based on the complexity of the return (number of forms, states, and entities). Individual returns typically start at $395, and business returns (1120-S/1120) start at $700

• Monthly Bookkeeping & Accounting: We offer flat-fee monthly packages customized to your business and tax needs. This ensures you have year-round support without "hourly" surprises.

• Consulting & Special Projects: Complex projects, such as multi-year cleanups or S-Corp conversions, are quoted upfront based on the scope of work.

An IP PIN is a six-digit number assigned by the IRS to prevent identity theft.

• Why it’s important: It acts as a "second factor" of security. We cannot e-file your return without it if the IRS has issued you one.

• How to get one: Visit the IRS IP PIN Portal to retrieve or request a PIN. Note that a new PIN is issued every January.

We handle: Individual (1040), S-Corps (1120-S), C-Corps (1120), Non-Profit (990), and Estate/Trust returns.

We are not financial planners. However, we work closely with several financial planning organizations within our client base to ensure your tax strategy aligns with your wealth goals.

We use Intuit Link. Go to ink.intuit.com and sign in with your QuickBooks/TurboTax credentials or the email address we have on file. If you have trouble, check your Spam folder for a code from intuit@e.intuit.com. You need not use Verifyle if you are in Intuit Link.

Secure Upload (Verifyle) — For secure messaging and year-round file sharing.

Yes. Our office is at 2942 N 24th St, Suite 114, Phoenix, AZ 85016. We are just north of Thomas on the west side; Suite 114 is in the back of the complex. Hours: M-F, 9 AM to 5 PM.

Log into your QBO account, click the Gear Icon (upper right), select Manage Users, and add chris@numbersmattertax.com as an "Accounting Firm."