FREQUENTLY ASKED QUESTIONS
A little clarity before we begin.
Answers to common questions about getting started.
How do we agree on services and fees?
Start with an inquiry. We will discuss your needs and agree on the scope, fee, and timeline before work begins.
Can I upload my tax documents?
Sensitive document uploads are disabled. Please do not include tax returns, Social Security numbers, or bank details in forms or portal messages.
Is an appointment request a confirmed booking?
New consultations are scheduled through Cal.com. Complete its steps and look for its confirmation. Existing appointment requests in the TJ portal remain requests until confirmed by the team. Cal.com bookings do not automatically synchronize to this portal.
How do I access the client portal?
Use Sign in with ChatGPT on the client login page. Create your client profile or use the account email associated with your client invitation. Your portal shows only your own records.
What determines my monthly fee?
The advertised amounts are starting prices. Your final quote depends on transaction volume, number of accounts, employee count, reporting needs, and the agreed scope. Cleanup, tax-return preparation, setup, and special projects are quoted separately. Payroll employee limits are defined in your engagement.
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