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Your Comprehensive Tax Prep and Bookkeeping Solution for Financial Success
We collaborate with you to understand your unique financial needs and provide tailored accounting services. By utilizing the latest strategies and tools, we optimize your financial management and drive business growth.
Frequently Asked Questions
Explore Our Common Queries and Solutions
What services does Elevate Financial Group offer?
We help you get organized, stay compliant, and move toward financial stability. That includes credit guidance, tax prep, bookkeeping, document scanning, shredding, and simple systems designed to make life easier.
How much are your services?
Every client brings a different situation, and I don’t believe in one-size-fits-all pricing. My services are tailored to what you need—nothing more, nothing less. After a quick consultation, I give you a clear price based on your goals, your documents, and the level of support required.
Do you offer consultations before I sign up?
Yes. You’ll get clear direction, a simple plan, and honest next steps before making any decisions.
Is my personal information secure?
Absolutely. Your privacy is a priority. All data and documents are handled with strict confidentiality and secure systems.
Bookkeeping
Do you work with small businesses, individuals, or both?
Both. I help individuals and business owners keep their finances organized and easy to follow.
What bookkeeping software do you use?
I use QuickBooks and other trusted tools that make your financial records clean and accurate.
Can you clean up my books if I’m behind?
Yes. Even if your books are months or years behind, we can get everything back in order.
How often will I receive financial reports?
Most clients prefer quarterly reports, but the schedule is flexible.
Do you offer monthly, quarterly, or annual bookkeeping plans?
Yes. I offer plans at all levels so you can choose what fits your workflow and budget.
Document and Receipt Scanning
What types of documents can you scan?
Receipts, contracts, business records, personal files... anything you need digitized and organized.
How should I prepare my documents before shipping or dropping them off?
Remove staples and paper clips. Grouping things by category helps, but it’s optional. Always ship with a tracking number. For meal receipts, write on the top of the receipt who attended the meal and what the meeting was about.
Will my documents be returned after scanning?
It depends on what you choose. You’ll receive your original documents along with organized digital copies or we can shred certain documents after receipt of your digital copies.
Can you organize the digital files for me?
Absolutely. I label, sort, and organize your files so you can find what you need quickly.
How secure is the scanning process?
Your documents are handled privately from start to finish. Nothing is shared or stored online.
Document Shredding
Do you shred documents on-site or off-site?
Shredding is done off-site using a secure destruction process.
What can I bring to be shredded?
Any paper documents containing personal, financial, or business information.
How do I know my documents are destroyed safely?
We follow a strict chain of custody and use commercial-grade shredding.
Do you provide a certificate of destruction?
Yes, upon request.
Can businesses schedule recurring shredding services?
Yes. Weekly, monthly, or quarterly service schedules are available.
Tax Preparation
What documents do I need to bring for tax prep?
Bring your W-2s, 1099s, receipts, business expenses, and any IRS letters. I can also send you a simple checklist.
Do you offer virtual tax preparation?
Yes. You can upload your documents securely and complete your appointment by phone or video.
Can you help me file back taxes?
Yes. Whether you're one year behind or several, we can file everything properly.
How do tax advances work, and do I qualify?
Tax advances are based on your expected refund. Once I review your return, I can confirm how much you may qualify for.
Can you help if I receive a letter from the IRS?
Yes. Send it to me, and I’ll walk you through what it means and what steps to take.
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