FAQ – GBKTX

General Firm FAQs

What services does Global Bookkeeping and Tax Solutions provide?

We provide bookkeeping, payroll, tax preparation and planning, financial statement preparation, comptroller services, audit support, and business consulting. All work is performed and or reviewed by a CPA, but the firm is not a registered public accounting firm.

Do you work with clients outside Houston or outside Texas?

Yes. We work with clients nationwide through secure online systems and virtual consultations.

How do I get started?

Yes, we offer non-disclosure signatures because it is a way to protect private information from becoming public. All information regarding your company is a commercial secret.

Simply schedule a consultation. We will review your needs, recommend a service plan, and guide you through onboarding.

We have Return Policies and Refunds. All returns are subject to Return Policies.

Are my documents kept secure and confidential?

Yes. We use encrypted systems, secure portals, and strict confidentiality practices to protect your information.

Do you work with individuals and businesses?

Yes. We support both individual taxpayers and growing businesses with customized solutions.

Bookkeeping FAQs

Do I really need monthly bookkeeping?

Yes. Monthly bookkeeping keeps your finances accurate, prevents tax issues, and allows you to make informed decisions based on real numbers.

Can you fix messy or backlogged books?

Absolutely. We specialize in cleanup and catch-up bookkeeping.

What software do you work with?

We work with QuickBooks Online, QuickBooks Desktop, Business Vision, and other widely used accounting systems.

Do you work with startups?

Yes. Many startups hire us to set up their books correctly from the start.

What information do you need to begin bookkeeping?

We typically need CPA access to bank statements, payroll reports, receipts, invoices, and bookkeeping software.

Payroll FAQs

Can you process payroll for employees and contractors?

Yes. We handle both W-2 employees and 1099 contractors.

Do you support multi-state payroll?

Yes. We manage state registrations, filings, and compliance for businesses operating in multiple states.

Which payroll software do you use?

We work with ADP, QuickBooks Payroll, BambooHR, Gusto, and other leading providers.

Do you file payroll taxes for us?

Yes. We handle all payroll tax filings and ensure compliance every pay period.

Can you set up direct deposit?

Yes. We offer direct deposit and electronic paystub delivery as well as regular paycheck processing.

Tax Preparation and Tax Planning FAQs

What documents do I need to file my taxes?

We provide a customized checklist, but typically you will need W-2s, 1099s, expense reports, statements, and any tax notices received.

Do you handle business returns?

Yes. We prepare Forms 1120, 1120S, 1065, Schedule C, and multi-state business returns.

Can you help with IRS letters?

Yes. We assist with IRS notices, correspondence, and compliance questions.

Do you offer tax planning?

Yes. We provide proactive, year-round planning to help reduce tax liability.

Do you prepare multi-year or back tax returns?

Yes. We can file prior years and help bring filings up to date.

Financial Statement Preparation FAQs

Who needs financial statements?

Businesses seeking loans, investors, grants, or improved financial insight often need professionally prepared statements.

What types of statements do you provide?

Profit and Loss Statements, Balance Sheets, Cash Flow Statements, and supporting schedules.

Are the statements CPA prepared?

All work is performed and or reviewed by a CPA, but the firm is not a registered public accounting firm.

How quickly can the statements be completed?

Turnaround depends on the complexity of the books and the completeness of documentation.

Comptroller Services FAQs

What does a Comptroller do?

A Comptroller serves as a chief accounting authority, overseeing financial controls, forecasting revenue, auditing operations, managing spending, and ensuring accountability and transparency.