Cleer FAQ's

FAQ Graphic

Frequent Questions

Frequent Asked Questions Gbs tax

What is included in the bookkeeping packages?

Monthly bookkeeping, Annual Federal and State tax filing, Delaware franchise tax, and one-on-one consultations.

Why do I need bookkeeping?

Bookkeeping serves two purposes for your business. First, it keeps your company on track with key financial indicators - profit, loss, cash flow - so you can make better decisions. Second, monthly bookkeeping ensures compliance by tracking the financial history for the year, making it easy to report to the IRS in your taxes.

Do I have my own assigned bookkeeper?

Yes. You have a dedicated bookkeeper who will communicate with you about getting set up and ongoing each month.

Do I have to file taxes even if I did not have revenue?

The short answer is: Yes. The Internal Revenue Service (IRS) requires you to file for each year your business was open even if you haven’t been paid for anything or spent anything.

When will I get my financial reports?

For all packages except the Bootstrapping plan you will receive them by the 15th of the following month. If you are subscribed to our Bootstrapping package then you will receive your financial reports by the end of the following month.

Does this include my Delaware Franchise Tax filing if I am a C-Corp?

No. That is included in our bookkeeping packages, but it is a separate charge if you are buying a tax-only product.

How secure is my data?

Because of the sensitive nature of financial information, Cleer Tax is focused on ensuring data security across all of our tools and team members. We have a comprehensive security page that you can reference for specifics.

What if I am a kickstarter (no expenses, but raising funds)?

We know that the needs of a kickstarter are unique and require a unique bookkeeping package. So, we’ve created a package for your situation. You can learn more about it by going to this link.

If I have any questions how can I get in touch?

Every client at Cleer Tax has a dedicated accountant that they can reach via email. Our team has an expectation that they need to respond to clients in 24 business hours or less.

Can you help with past years that need filed or refiled?

Yes. This is a common thing we do for clients. If you speak to your assigned tax accountant they can confirm what you need and pricing for any past year’s filing.

I received a letter from the IRS, can you help?

Yes. The IRS has a very active mail department and is quick to send messages out for penalties or non-compliance. At Cleer Tax we can help you understand what the letter is for and how to best address it.

Is my state filing included?

We include one state filing. If you need more we will let you know the price and confirm with you before charging you.

Is your work guaranteed?

Yes. Cleer Tax is committed to supporting you. If we make a mistake, we will work to get it fixed for you free of charge.

Do I need to mail you my documents?

No. For security and speed we use a secure file sharing tool called Box. This is how we will request and share files with you and you are given access to your Box folder so you can see what files are stored there for this year and past years.

What can I discuss on a consultation?

You can cover a lot of topics on a consultation call from tax strategy, IRS letter explanation, fund raising, and more. It is a great tool to speak with a tax expert.