4
3Are there any hidden fees I should be aware of?
None. If at some point during the project, we notice that there is additional work needed, we’ll let you know, and we will discuss it with you until a new agreement can be reached.
4
3Can RC CPA help me expand abroad and manage my international obligations?
Yes, absolutely. RC CPA is a proud member of the Alliott Global Alliance (AGA), a leading international alliance of independent accounting and law firms. This global network spans over 95 countries and includes more than 215 member firms, giving us access to trusted professionals around the world.
Through our membership in AGA, we can support your business expansion across borders by connecting you with experienced advisors who understand the local regulations, tax systems, and legal frameworks in your target markets. Whether you’re setting up a new entity, navigating international tax compliance, or managing cross-border transactions, we ensure you receive seamless, coordinated advice tailored to your global ambitions.
Our alliance empowers us to deliver the personal attention of a local firm with the global reach of a multinational network—so you can grow with confidence, anywhere in the world.
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3Can RC CPA help me reduce my tax obligation in a major taxable event like selling my business?
Yes. At RC CPA, we specialize in strategic tax planning for significant financial events such as the sale of a business. As part of our year-round planning services, we proactively review your situation to identify opportunities for reducing your tax liability—whether through timing strategies, entity structuring, or leveraging available deductions and exemptions.
4
3Can RC CPA nationwide tax fillings and state obligations?
Yes. We conduct nexus studies and ensure you’re registered in states where you have tax liability—especially after the Wayfair decision changed sales tax rules. We also manage state filings and ensure exemption certificates are valid and audit-proof.
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3Can you assist with budgeting and forecasting?
Yes, we offer these services under our tax and financial planning services.
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3Can you assist with sales tax compliance?
Yes, we assist with sales tax compliance, including registration, filings, and staying current with changing regulations.
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3Can you help clean up prior-year books or fix accounting errors?
We certainly can. We need you to provide us with the corresponding information and access to an accounting platform, but our team would be happy to assist you.
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3Can you help me choose the right business structure (LLC, S-Corp, etc.)?
Certainly. We provide advisory support to help you choose the right type of entity, whether it’s an LLC, S-Corp, or another structure.
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3Can you help me sell my business for the best value?
Yes. We prepare your business for sale, improve its financials and operations, run a competitive bidding process, and negotiate favorable terms to maximize your exit.
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3Can you help reconcile my bank accounts and credit card statements?
Yes. This is part of our accounting services.
4
3Can you help with bookkeeping and payroll?
Yes. We can assist with setting up a platform for you or taking control of the system, you are currently using. We also offer advice about the impacts accounting and payroll have on your taxes.
4
3Can you provide a quote or estimate for your services?
We offer a personalized quote for each client. Starting fee of our services, personal tax return is $550. Corporate tax returns is $2,500. Monthly accounting $350.
4
3Can you work with my financial advisor and attorney?
Absolutely. We often lead the coordination between your advisory team to ensure your financial plan, estate plan, and tax strategy work together seamlessly.
4
3Can your CFO team support M&A, fundraising, or exit planning?
Yes. We specialize in transaction support—due diligence, deal modeling, financial forecasts, investor decks, and more. We help you close better deals with more confidence.
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3Do you file both state and federal taxes?
Yes. We take care of preparing and filing the full tax return (covering federal and states).
4
3Do you handle IRS correspondence?
We do handle IRS correspondence for our existing clients. It is not a service provided on its own.
4
3Do you have experience with international clients or U.S. expats?
Yes. We specialize in serving clients with cross-border income or business structures. We advise on FATCA, FBAR, tax treaties, foreign income exclusion, and strategies to reduce double taxation.
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3Do you offer free consultations?
While we don’t offer free consultations, we’re happy to schedule a meeting to better understand your needs and discuss how we can assist. Please note that our services begin with a formal engagement to ensure the best possible outcome for our clients.
4
3Do you offer services in Spanish?
Yes. Our team is fully bilingual, and we work with many Spanish-speaking entrepreneurs and investors. We’ll guide you through the U.S. tax system clearly and confidently—in your preferred language.
4
3Do you offer startup or incorporation services?
We provide end-to-end incorporation services, including forming your entity, filing necessary documents, and ensuring you’re set up for success.
4
3Do you provide both individual and business tax services?
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3Do you provide year-round tax advisory or only during tax season?
We provide strategic, proactive support throughout the year. From, monthly, quarterly, mid-year tax planning to year-end projections, we help you make smart decisions before deadlines—not just after. Our clients understand their tax obligations and their finances before the yearend. This is way before we have to file the tax returns.
4
3Do you work with businesses in my specific industry?
We have experience working in different industries. See more details here.
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3How can you help me minimize my tax liability?
This varies from client to client, but we will be happy to look over your situation to see how we can assist with this.
4
3How do I measure ROI from CFO advisory services?
Our clients see improved financial clarity, stronger margins, better fundraising outcomes, and smoother audits. We track KPIs aligned with your goals and report progress every quarter.
4
3How do you charge for your services—hourly, flat fee, or retainer?
We work on a case-by-case basis, but we are open to all the above. In the case of flat fees, we also offer the option of payment plans to ease the burden of making one single big payment.
4
3How do you ensure my books are compliant with current regulations?
Our team is constantly studying to make sure we are updated with the different regulations established by the authorities. This way we make sure that all the requirements met on a timely basis.
4
3How do you protect clients from M&A risks?
Our team performs in-depth financial, tax, legal, and operational due diligence. We also guide deal structure to reduce liabilities, protect you from overpayment, and minimize tax impact.
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3How do you protect the confidentiality of client data?
Your data is protected with bank-level security. We use encrypted file-sharing, secure cloud systems, and strict internal controls. Client confidentiality and professional integrity are core to how we operate.
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3How does RC CPA help preserve wealth across generations?
We use trusts, gifting strategies, family entities, and tax-efficient investment vehicles to reduce estate tax exposure. We also align your plan with business succession and charitable giving goals.
4
3How does the tax planning process work at RC CPA?
At RC CPA, we are a year-round tax planning firm. Rather than waiting until year-end, we take a proactive approach, working with you on a monthly or quarterly basis to ensure your financial decisions align with your goals and minimize tax liabilities.
Our ongoing collaboration allows us to adapt to changes in your business or personal finances, identify opportunities in real time, and implement strategies that lead to better outcomes. With RC CPA, tax planning is not a one-time event, it’s a continuous process designed to keep you ahead.
4
3How is RC CPA different from other accounting firms?
We’re not your typical tax firm. We take a consultative, year-round approach, combining deep tax strategy, international compliance, and financial advisory. As a member of the Alliott Global Alliance, we also bring global resources and local expertise. We are advisors and not a firm that only focuses on compliance.
4
3How often will I receive financial reports?
It depends on your decision. We offered the option of working on this: monthly, quarterly or annually.
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3If I am a foreign national residing in the U.S., can RC CPA help me with my compliance obligations?
Yes. RC CPA provides specialized support for foreign nationals living in the United States. We carefully review your individual situation to determine your U.S. tax filing requirements and ensure full compliance with federal and state regulations. Whether you have income from abroad, dual residency considerations, or need to file specific forms like the FBAR or Form 8938, we guide you through the process and help you meet all obligations accurately and on time.
4
3What are the benefits of having both CFO services and tax planning in one place?
Bringing tax and financial strategy together means better outcomes. We optimize cash flow, reduce tax exposure, and structure your finances for growth, investment, or exit—all with one coordinated team.
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3What credentials does your team hold?
Our professionals include U.S. Certified Public Accountants (CPAs), tax strategists, and financial advisors with international experience. We stay current with continuing education and industry certifications.
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3What documents do I need to provide for tax preparation?
We would need to review all the information pertaining to your income and expenses for the corresponding year. See more details here.
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3What does a mergers and acquisitions advisory firm do?
We guide clients through every stage—valuation, financial modeling, buyer/seller vetting, negotiation, due diligence, deal structuring, and post-transaction integration.
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3What does full-service US tax compliance include at RC CPA?
Our compliance goes beyond tax return preparation. We proactively manage multistate nexus, foreign asset reporting (FBAR, FATCA), estimated taxes, withholding compliance, and IRS audit defense. Our team ensures you stay compliant, minimize penalties, and avoid surprises.
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3What industries do you specialize in for M&A advisory?
We work with professional services, healthcare, tech, logistics, and family-owned businesses across the US and internationally—especially in cross-border transactions.
4
3What services do you offer?
We offer a variety of services related to taxes, accounting, payroll, financial planning, preparation of financial statements, etc.
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3What tools or platforms do you use to collaborate with clients?
We use secure cloud-based accounting platforms, encrypted document portals, digital signature tools, and customized financial dashboards. This allows for efficient, remote collaboration and real-time visibility.
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3What types of businesses work with RC CPA?
We focus on entrepreneurs from mid-sized companies to large companies and international groups. Our industry expertise includes tech, international trade, real estate, e-commerce, healthcare, and professional services.
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3What’s the difference between a virtual CFO and a full-time CFO?
Our CFO service offers the same expertise as a full-time hire but at a fraction of the cost. You get flexible access to financial strategy, cash flow planning, budgeting, and investor support—tailored to your stage of growth. We are not bookkeepers. We are true CPAs with expertise in corporate finance and have been CFOs in the corporate world.
4
3What’s the difference between tax preparation and tax planning?
Tax preparation is reactive—filing your return. Tax planning is proactive—strategizing all year to lower your future tax bill. We create custom strategies that integrate your income, investments, estate, and retirement goals.
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3What’s the process for getting started with RC CPA?
We start with a free consultation to understand your needs. Then we develop a personalized strategy and engagement proposal. Once onboarded, we conduct a full review to ensure a strong foundation moving forward.
4
3When should I consider outsourced CFO services?
If you’re scaling, raising capital, preparing for an audit, or struggling with cash flow visibility, CFO advisory can provide the insight and structure you need—without adding executive overhead.