Frequently Asked Questions
Notice: Firm Contact Number Updated
We’ve recently updated our firm’s contact number to better serve our clients. Please note the new number listed on our website is current and active. We appreciate your understanding and look forward to connecting with you at our new number.
Is this Service Right for You?
Clients served include small business owners, self-employed individuals, and investors; individuals and families with complex tax situations or rental property owners; business owners needing tax planning, quarterly tax payments, and other ongoing support.
We support a variety of professionals including IT and technical engineers, digital brand managers, concrete construction companies, property managers, lawyers, psychologists, virtual assistants, fitness trainers, nutritionists, pet services and real estate agents.
How to Schedule Advising?
Personalized advising services, including tax topics, business consulting, and financial strategy are conducted via virtual video chat or telephone and can be conveniently scheduled online here. Visit the website to explore services and book your session today.
How to begin Tax Prep, Tax Planning or a Research Request?
New clients may initiate a discovery call by sending an email to request additional information or may sign-up via the client portal here; select a service and then complete the welcome and next steps intake organizer to receive an estimate for services requested.
Advisory services such as a tax plan with strategies, quarterly tax estimate, or customized research request may also be initiated through the client portal.
Are you taking on new accounting or bookkeeping clients?
We are currently not accepting new accounting or bookkeeping clients at this time. Existing clients remain fully supported. A referral list of trusted bookkeeping professionals is being prepared—check back here soon for updates.
When are fees due, and why prepayment is required?
Fees are due in full to start services, ensuring full attention, timely action, and exceptional quality from the start. Prepayment removes delays and creates the space to focus on strategies that can improve the financial outlook, not just meet filing requirements. Effective strategy shapes tomorrow’s results; compliance is only the starting point.
Pricing for New and Returning Clients
Pricing is transparent and tailored to your needs, with estimates provided upfront based on the complexity and scope of work. Tax preparation generally starts at $400, with a quote provided after reviewing your intake, and advising rates are listed here.
Returning clients receive preferred pricing in recognition of our ongoing relationship. While fees are periodically adjusted to reflect changes in scope, complexity, or regulatory requirements, returning clients generally receive more favorable pricing than new engagements.
Every return is prepared and reviewed by a licensed CPA—not software or entry-level staff—with strategic insights to help reduce taxes or qualify for special treatments.You’ll receive prompt, clear communication through personalized messages, brief calls, and recorded video explanations for complex topics, ensuring your time is respected. If the IRS contacts you about a return we prepared, we’ll handle the response and represent you, so you never face it alone.
Tax Document Submission Deadline
To ensure your return is completed on time and to give you adequate notice of any potential tax liability, all requested tax documents — including your completed annual organizer and any mailed forms — must be submitted no later than February 25th. Filings submitted after this date may still be completed by the April 15 deadline, but timely filing is not guaranteed.
Client Responsiveness Policy
To ensure timely and accurate service, clients are expected to respond to communications within 72 hours. Reasonable exceptions will be made for vacations, illnesses, or other unforeseen circumstances. However, consistent delays in communication may impact service delivery. If a pattern of unresponsiveness arises, we will issue a courtesy reminder. Continued lack of engagement may result in termination of services.
Request other services?
Existing clients with access to the client portal will receive an invitation in January (ahead of tax season) to confirm whether they wish to opt-in or opt-out of tax preparation services, ensuring timely e-filing.
For other service requests, please complete a client request form within the portal or simply request a discovery call to explore other services.
Accepted Payment Methods?
Payment methods include credit/debit cards and bank transfers. At checkout, you will have the option to choose your preferred payment method.
Invoices generally must be paid prior to the start of service.
Refund Policy?
Refunds for credit card and or bank transfers are considered within 24 hours of service delivery (if applicable) and exclude the payment processor’s non-refundable processing fees. Approved refunds will be issued to the original payment method, with timing dependent on your bank.
For assistance, contact us via email within 24 hours with your rescheduling or cancellation request.
Trusted Support
Why This Experience is Different
At Priscilla Suggs CPA LLC, we genuinely care about helping our clients navigate their financial journeys with clarity and confidence. With over 15 years of experience, Priscilla brings a thoughtful and approachable touch to every interaction, combining her expertise with a sincere dedication to the people and businesses she serves. Clients often share how much they appreciate her candor, honesty, and ability to make complex topics feel manageable. Supporting the community is at the heart of what she does. If you’re wondering whether this service is right for you, explore our FAQs for more details.
Value in Expertise
We bring specialized knowledge in personal and small business tax preparation, along with strategic planning tailored to your unique financial goals. Our focus is on providing trusted guidance and actionable solutions to help you succeed.For more clarity on our services, you can also check our FAQs section.
Personalized Solutions
We understand that every customer is unique, and we tailor our solutions to meet your specific needs, offering customized options that perfectly align with your goals. Flexible service options, offering both à la carte and comprehensive solutions.
Timely Delivery
Our dedication lies in providing professional, personalized solutions. We value your time and strive for prompt delivery of service to support you in staying on track to maintain compliance with tax obligations and achieve financial goals.