Frequently Asked Questions

Clear answers organized by service category. If you have an inquiry not addressed below, please schedule a consultation or reach out through our contact page.

Consultations from $125, credited toward services

General and About Us

Frequently Asked Questions

General and About Us

Tax Preparation

Bookkeeping

Payroll

State Business Services

Appointments and Contact

Payment and Policies

Privacy and Security

Tax Resolution

Frequently Asked Questions

General and About Us

What services does KC Financial Services offer?

How long has KC Financial Services been in business?

Are you an attorney, CPA, or Enrolled Agent?

Tax Preparation

What tax forms do you prepare?

Do you offer tax planning, not just filing?

What documents do I need to bring for tax prep?

Is there a discount for new clients?

Bookkeeping

What does your bookkeeping service include?

Do you offer catch-up bookkeeping?

How often can bookkeeping services be provided?

Payroll

What payroll services do you offer?

Do you handle payroll tax filings?

State Business Services

What state services do you provide?

Appointments and Contact

How do I schedule an appointment?

What are your office hours?

Do you offer consultations?

Can I communicate via text?

Payment and Policies

When is payment due?

Do you offer payment plans?

What is your cancellation policy?

Privacy and Security

Is my financial information secure?

Do you share my information with third parties?

Tax Resolution

How can I tell if my case is something you handle?

Do you have representation rights with the IRS?

What if I can't afford your services right now?

How long does the process take?

What happens if the IRS rejects my Offer in Compromise or other request?

Do I need an ID.me or IRS Online Account?