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Client Resources
Find answers, guides, and helpful links all in one place.
Frequently Asked Questions (FAQs)
Have questions? We are here to help.
If you have any questions or changes regarding your individual tax filings, please email info@DSG-CPA.com or call 239-489-4443.
To check the status of your federal refund, please visit IRS Where’s My Refund.
For any updates on your tax return filing status , please contact your accountant or reach out to info@DSG-CPA.com or 239-489-4443 and we would be happy to put you in touch with your accountant for an update.
Yes! We accept ACH, debit card and credit card payments online. To make a payment please click here.
Please scan your documents and send through our SafeSend portal here.
Individuals have a due date of April 15. If the 15th falls on a Friday, Saturday, or Sunday, the due date will be pushed to the following Monday.
Individuals benefit from filing joint almost all of the time. Ask your preparer for a comparative analysis.
If you have any questions or changes regarding your business tax filing, please feel free to contact the Partner or Manager in charge of your account, or you can email info@DSG-CPA.com or call 239-489-4443 and we would be happy to assist you.
C-Corporations are subject to taxation at the corporate level as well as on the individual level, whereas S-Corporations, much like partnerships and sole proprietorships, are only taxed on the individual level.
A partnership is a business structure where two or more individuals share ownership. The business itself doesn’t pay taxes; instead, its income is passed through to the partners, who report and pay taxes on their share of the earnings on their personal tax returns.
Absolutely! For existing clients with a current tax engagement letter on file, we automatically file an extension. If you are a new client, we will get you set up as a client, obtain a signed tax engagement letter to keep on file, and then we will proceed with filing an extension.
A Traditional IRA allows you to contribute pre-tax dollars, offering a tax deduction now, but your withdrawals in retirement are taxed as income. It also requires you to start taking withdrawals by age 73. In contrast, a Roth IRA is funded with after-tax dollars, so contributions aren’t deductible, but withdrawals in retirement are tax-free, and there are no required minimum distributions. The choice depends on whether you prefer tax benefits now or tax-free income later. The decision to use a Traditional, Roth, or combination of both is best addressed by a discussion with your CPA and financial advisory.
Consulting with an accountant can help you maximize deductions, avoid costly mistakes, and ensure compliance with ever-changing tax laws. Their expertise can save you time and money, especially if you have a complex financial situation. Plus, they offer personalized advice for future tax planning.
When working with new clients, we prefer to meet in person to review all paperwork together. After the initial meeting, you can choose how you'd like to proceed—whether dropping off documents, meeting in person again, virtually, or via conference call—we’re happy to accommodate your preference.
Our starting rate for "simple" individual tax returns is $750., but we charge by the hour as our cost is calculated based on the amount of time it takes our accountants to complete your work.
A tax engagement letter is a formal agreement between a client and an accountant that outlines the scope of services, responsibilities, and fees related to tax preparation. It sets clear expectations for both parties, helping to prevent misunderstandings and ensure compliance with legal and professional standards.
Step 3:
Confirm Accountant’s Copy is selected on the next pages and click next
Step 4:
Choose a dividing date that correlates with your fiscal year end (12/31 for most taxpayers) and click next
Step 5:
Save the accountant’s copy in a location that you will be able to locate when sending the file
Step 6:
Send the file to DSG on a flash drive, via email, or via SafeSend
Step 7:
To upload the file via our secure SafeSend
Select SafeSend File Drop in the top bar or click
Enter the required fields and upload the file
Choose a recipient to send the file to by hitting
the ‘+’ button
Double-check to make sure all the fields are
entered, and the file is attached
Finally, send the file
Requesting Accountant Copies
If you'd like to send us accountant copies of your QuickBooks file to prepare your tax return, here's how. This allows us to make adjusting entries and seamlessly transfer them back to you, ensuring your QuickBooks file aligns with the numbers used in your tax return preparation.
To make an accountant's copy, please do the following:
Step 1:
Open your QuickBooks company file
Step 2:
Click File
Hover over Send Company Files
Select Accountants Copy
Select Client Activities
Select Save File
At DSG CPAs + Advisors, we’re committed to making your experience as smooth as possible. This resource center offers FAQs, helpful directions, and quick access to essential IRS links—all designed to provide the information you need in one convenient place. Whether you’re looking for answers or guidance, we’re here to help. If you don’t see what you need, please contact us directly for assistance.
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