Frequently Asked Questions

After scheduling, you will receive confirmation and intake instructions. The consultation is conducted by video call.

If we move forward, you will receive:

• A defined scope summary
• An engagement agreement
• Secure client portal access
• A documentation checklist

Work begins only after scope confirmation and payment.

Every situation is different. The consultation ensures your service scope is clearly defined, documentation is reviewed, and expectations are aligned before work begins.

All new clients begin with a scheduled video consultation.

Yes. All clients receive access to a secure online portal.

The portal is used for:

• Uploading documents
• Signing engagement agreements
• Receiving invoices
• Secure communication
• Tracking progress

Sensitive documents are not exchanged through regular email.

Once engagement is confirmed:

1. You receive a secure portal invitation.
2. Required documents are uploaded.
3. The engagement agreement is signed electronically.
4. Payment is submitted.
5. Work begins within the defined scope.

Clear structure ensures accuracy and efficiency.

You will receive a response during normal business hours.

The contact form is for general questions only. If your matter requires tax review, you will be directed to schedule a consultation.

Unscheduled calls are not returned.

All phone consultations must be scheduled in advance to ensure focused, uninterrupted time.

PHASE Now operates by appointment only.

Walk-in visits are not accommodated.

Yes, when appropriate.

All new clients begin with a video consultation. In-person meetings may be scheduled after engagement and only by appointment.

No. All engagements begin with a consultation and portal access. Documents are not accepted without defined scope and a signed agreement.

No. All services are flat-fee and scope-based. You will know your cost before work begins.

Yes. Payment is required before services begin. Consultation fees are applied toward your service if you move forward.

No tax professional can guarantee a specific outcome. What is guaranteed is structured preparation, accurate filing within scope, and clear communication.

Services are provided within defined limits. IRS representation or audit defense is not included unless explicitly stated in a signed engagement agreement.

Yes. Prior-year returns are prepared for individuals and self-employed taxpayers. Pricing depends on complexity and available records.

Yes. Many clients are independent contractors, 1099 earners, and micro business owners in Florida.

Bookkeeping services are designed for individuals and micro businesses. Larger businesses may require custom evaluation.

Timelines depend on documentation completeness and service scope. Incomplete documentation may delay processing.

PHASE Now Business Solutions LLC
2831 Allegra Way, Suite 318
Lutz, FL 33559

Serving Tampa Bay and surrounding counties. In-person meetings are scheduled by appointment only.