WORKING TOGETHER
Good questions. Clearer expectations.
Start with the work you need, the records you have, and what can be clarified before an engagement.
Choosing the work
Can I use Tallvera for bookkeeping or taxes?
Tallvera offers bookkeeping now. Tax services are in development, and Tallvera is not accepting tax engagements, tax documents, or tax appointments. Seek a qualified tax professional for current tax needs.
What if my books are behind?
That is a good place to start a conversation. We will review the months involved and the condition of your records, then scope catch-up or cleanup work before ongoing bookkeeping begins.
Who is this for?
Current bookkeeping services are designed for small-business owners and self-employed people. Tax pages provide pre-launch education for future services and do not accept tax work.
How is pricing determined?
Monthly bookkeeping starts at $299 per month. Catch-up and cleanup each start at $500. Final scope and fee depend on fit, transaction volume, account count, record condition, and complexity. Tallvera does not offer a tax fee, proposal, or combined package during tax pre-launch.
What is the difference between catch-up and cleanup?
Catch-up work addresses missing periods. Cleanup reviews records that already exist but may have errors, unreconciled balances, or uncertain categories. A records review can identify whether you need one, the other, or a combination.
Can Tallvera work with QuickBooks Online?
QuickBooks Online may be used within an approved monthly, catch-up, or cleanup engagement after fit and access are reviewed. Tallvera does not offer standalone software support and does not claim an Intuit certification or affiliation.
Planned tax services and records
Does having an LLC determine the return I need?
No. LLC describes a legal structure, while federal income tax treatment can depend on ownership and elections. Ask a qualified tax professional to review existing records; Tallvera’s tax-interest path does not collect those facts.
Can a bookkeeping report replace all my tax documents?
No. Reports help explain business activity, but a qualified tax professional may need supporting records and information outside the books. Keep those records secure; Tallvera does not accept tax documents during pre-launch.
What should I do if I have a tax notice?
Read every page, keep the notice, and note any requested action and response date. Tallvera does not offer notice review or tax scheduling. Use official guidance or seek an appropriately qualified tax professional promptly if action is due.
Can I upload my records here?
No. This website does not accept documents, identification numbers, account credentials, or copies of notices. Tallvera has no tax-document channel during pre-launch.
Preparing a conversation
What does the free bookkeeping review cover?
It is intended to identify a useful service scope from your current routine, missing months or uncertain balances. It does not include document inspection through this website, account reconciliation, tax preparation or personalized tax advice. Scheduling and inquiries are not open; you can prepare an unsent outline now.
Do I need to give an email address for the checklist?
No. Read, print or download the monthly bookkeeping checklist without a signup. No email sequence is connected to it.
Can I book an appointment or send an inquiry now?
Inquiries and online scheduling are not open. The consultation outline helps you organize broad scope details on this page, but does not send a message or make an appointment.
Does the outline save or transmit my answers?
No. Answers stay in the page’s memory and clear when the page reloads. The website does not put them in the address bar, browser storage, or a submission. It asks for broad categories, not identifying details.
Will the estimator give me a dollar quote?
No. It can suggest a bookkeeping starting point and show its approved starting fee, but the final quote requires a fit and scope review. Tax and combined selections receive only general information about planned services, with no tax fee or proposal.
Can you tell me which states require a return?
No. That requires a qualified tax professional to review the relevant facts and jurisdictions. Tallvera’s tax-interest path does not ask for states or determine filing obligations.
When does an engagement begin?
A website visit, an outline, or an initial conversation does not create an engagement. Suitability, practitioner authority where needed, the work to be performed, a fee, and written engagement terms must be confirmed.
Tax services are in development. Tallvera is not accepting tax engagements, tax documents, or tax appointments. Tax information on this website is general education, not tax advice; seek a qualified tax professional for current needs.