Frequently Asked Questions
Tax and Financial Services FAQs
What services do you offer?
We offer tax preparation & tax filing, tax consulting services, and tax & financial planning for individuals and businesses.
How do you help with audits?
Can you assist with tax planning?
Do you offer year-round support?
What industries do you specialize in?
We specialize in various industries, including but not limited to retail, healthcare, ecommerce, home services, and technology.
What documents do I need for my personal tax return?
For your personal tax return, you need your:
- ID (Driver's License, State Issued Photo ID, Passport, Green Card),
- Social Security Numbers for taxpayer(s) and dependents,
- W-2's,
- 1099 forms,
- Mortgage interest statement,
- Medical expenses,
- Stocks and bonds,
- IRA Contributions(Form 5498),
- Child Care, dependent Care,
- Proof of charitable donations
- Etc.
What documents do I need for my business tax return?
You will need your:
- Financial statements,
- Tax ID number,
- Expense receipts,
- Income records,
- And any previous tax returns.
Do you require a deposit?
Yes, we require a deposit to start our services. This helps us ensure your commitment and allows us to allocate resources effectively. Deposits range from 25% to 50%.
Do you work with clients in different states or countries?
Yes, we serve clients across the United States and internationally, utilizing secure virtual communication tools to ensure seamless service regardless of location. We provide expert financial and tax consulting services to individuals and businesses wherever they are located. Our secure portal enables us to onboard clients wherever they are as long as they have access to internet.
Do you require an appointment?
Yes, we require an appointment to ensure personalized attention for your tax needs. Please contact us to schedule a virtual or in-person consultation.
How do you onboard remote clients?
We start with a virtual meeting to understand client needs, then securely exchange documents through our secure portal, and provide clear guidance through each step.
How do I know which financial services are right for me?
Our team conducts a thorough analysis of your financial situation, goals, and risk tolerance to recommend the services that best meet your needs.
What is the cost of your services?
Our fees vary depending on the type and scope of services required. We offer a transparent pricing structure and provide a detailed estimate during your initial consultation.
How do you ensure the security of my financial information?
We use state-of-the-art security measures, including encryption, secure servers, and strict confidentiality protocols, to protect your financial information.
What is the process for getting started with your firm?
Getting started is easy. Simply contact us to schedule an initial consultation, during which we’ll discuss your financial needs and goals, and outline a tailored plan.
How often will we meet to review my financial plan?
We typically recommend regular reviews on a quarterly or annual basis, but the frequency can be adjusted based on your needs and preferences.
Can you help with both personal and business financial planning?
Yes, we offer tailored financial services for both individuals and businesses, ensuring that all aspects of your financial life are effectively managed.
What makes your firm different from other financial service providers?
Our firm is committed to personalized service, expert guidance, and building long-term relationships with our clients. We combine deep industry knowledge with a focus on your specific goals to deliver results.
How do I know if my financial goals are on track?
During our regular reviews, we assess your progress towards your financial goals and make any necessary adjustments to your plan. We also provide tools and reports that allow you to monitor your financial health.
Didn't get an answer to your question(s)?
Client Testimonials
What our clients say
Learn how Kuuni Partners LLC has helped individuals and businesses with their financial and tax needs.
Outstanding service! The team at this firm is incredibly knowledgeable and always goes the extra mile to ensure my financial needs are met. They made tax season stress-free and provided valuable insights that have helped me plan for the future. Highly recommend!
- Fanny
I couldn't be happier with the expertise and professionalism of this firm. They took the time to understand my business and offered strategic advice that has significantly improved my financial outlook. Their personalized approach makes all the difference. Five stars all the way!
- Doug
This firm has been a lifesaver for my finances! Their team is always responsive, thorough, and incredibly reliable. They’ve helped me navigate complex tax issues and offered guidance that has saved me both time and money. I trust them completely and highly recommend their services.
- Franck