Frequently Asked Questions
Getting Started
How do I schedule an appointment?
Call (843) 706-9644 or email inquiries@blufftontaxpros.com. We'll set up a convenient time to meet at our Bluffton office.
What should I bring to my first meeting?
Bring government-issued ID, prior year tax returns, W-2s, 1099s, and any relevant financial documents. We'll let you know if anything specific is needed for your situation.
Do you work with individuals, businesses, or both?
Both. We serve individual taxpayers, small business owners, and retirees throughout the Lowcountry.
Is the initial consultation free?
Yes. We offer a free consultation so we can understand your needs and explain how we can help before any commitment.
Tax Preparation
When should I start preparing for tax season?
We recommend reaching out in January or early February. That said, we're available year-round and can help even if you're getting a late start.
Can you help if I haven't filed in previous years?
Yes. We can help you get caught up on prior year filings and work with you to get back on track.
Do you handle both federal and South Carolina state returns?
Yes. We prepare both federal and South Carolina returns and stay current with all state-specific rules and deductions.
I just moved to South Carolina. What do I need to know?
South Carolina has some unique tax advantages, especially for retirees. We can walk you through what changes with your move and help you take advantage of available deductions.
Bookkeeping and Accounting
How often should I update my books?
Monthly is ideal for most businesses. It keeps your records accurate and makes tax time significantly easier.
Do you work with QuickBooks Online?
Yes. We're a certified QuickBooks Online ProAdvisor. We can set it up, clean it up, or manage it on an ongoing basis.
Can you help me set up accounting for a new business?
Absolutely. We'll help you choose the right structure, set up your chart of accounts, and get your bookkeeping started on the right foot.
Working With Us
How much do your services cost?
Pricing depends on the complexity of your situation. We'll discuss everything during your free consultation so there are no surprises.
Do you offer year-round support?
Yes. We're here for you beyond tax season — whether it's a mid-year question, bookkeeping need, or planning conversation.
Can I work with you remotely?
Yes. While we love meeting clients in person, we can handle most things by phone, email, or video call.