Frequently Asked Questions
Major CPA Tax & Accounting Services FAQs:
How much do you charge?
Pricing varies based on the scope of work. A Service Agreement will outline the specific services, fees, and expectations for your engagement.
How do your seasonal booking calendars work?
Major CPA operates on three structured calendars:
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Winter Calendar: January 5 – April 30
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Summer Calendar: May 15 – August 31
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Fall Calendar: September 2 – November 15
These calendars allow us to manage turnaround times and schedule availability throughout the year.
How long will my engagement take?
Timeframes vary based on the engagement. Your Service Agreement will outline expected timelines and deliverable schedules.
What documents do I need to get started?
We will request a simple personal information form (via portal) and a copy of your driver’s license. Any additional documents needed will be requested through the portal depending on your engagement type.
What type of tax returns do you prepare?
A: Major CPA Tax & Accounting Services assists clients with tax return preparation of all types including: Individuals Returns (Form 1040), Partnerships (Form 1065), S-Corporations (Form 1120-S), C-Corporations (Form 1120), Trusts (Form 1041), Non-Profits (Form 990 series), & more.
How do I access or upload documents to my portal?
You’ll receive a portal invite. Once logged in, you can upload documents directly to the assigned data requests or tasks.
What if I can’t find a document you requested?
Let us know inside the data request comment thread or email us at info@majorcpatax.com, and we can assist or advise on next steps.
Can Major CPA retrieve my IRS records?
Yes.
Once Form 8821 is signed and processed, we can retrieve IRS transcripts, prior-year info, and other available records.
What happens if the IRS rejects my filing?
We’ll notify you in your portal with the reason for the rejection. Once the issue is corrected (e.g., PIN mismatch), we’ll resubmit the return.
What if I need to reschedule my appointment?
You may reschedule using the link in your confirmation email.
Refer to your Service Agreement for applicable policies.
When should I expect my final deliverables?
You will receive draft versions first for review. Once approved and any balances are paid, we will finalize and upload your completed filings and confirmations.
What if I do not meet the filing deadline?
A: Clients with activated Major CPA client portals will be sent several reminders as the tax deadline approaches to submit documents to meet the original due date. If documents are not received by the communicated due date Major CPA will automatically file a tax extension on your behalf. Please note that this extension grants additional time to file the tax return only NOT the due date for any applicable taxes owed. The due date for any applicable taxes owed can not be extended and will be subject to interest and penalties as of the original due date.
Who do I contact if I need help?
You can message us through the client portal or email us at: 📧 info@majorcpatax.com