Aman Tax and Accounting | A Licensed CPA Firm

• Our workflow is designed for the modern executive: seamless, secure, and entirely paperless. We focus on high-touch strategy and low-friction technology to ensure your financial operations are a catalyst for growth, not a source of stress.
  • 1. 15-Minute Strategic Discovery Call
    • Professional engagement begins with a Strategic Discovery Call. Whether you require ongoing CPA stewardship, business tax optimization, payroll integration, IRS representation, or any other service, this initial 15-minute consultation allows us to ensure a baseline fit with our limited-capacity model and define your high-level objectives
  • 2. Partnership Design & Onboarding
    • The Proposal: Following our discovery call, you will receive a formal proposal and engagement letter tailored to your specific organizational or personal needs.
    • Secure Onboarding: We utilize TaxDome, our encrypted client portal, for all communication and document exchange. You will be prompted to activate your private account immediately upon signing to begin our collaboration.
    • Case Strategy: For representation or complex advisory matters, we conduct a deeper preliminary review of your records to define the most effective resolution strategy.
  • 3. Execution & Oversight
    • Implementation: We leverage our dual-credential expertise to manage your payroll, prepare financial documents, or navigate tax complexities with meticulous precision.
    • Internal Review: Every deliverable—from monthly accounting to complex tax returns—undergoes a rigorous internal review to ensure it aligns with both regulatory requirements and your long-term fiscal goals.
  • 4. Finalization & Filing
    • Review & Approval: You will be notified once your documents or returns are ready for final review. We provide a clear walkthrough of the results and impact within your secure portal.
    • Digital Execution: Upon final payment and your digital approval, we facilitate all necessary electronic signatures and initiate immediate filing with the appropriate federal or state authorities.

Our Differentiator: Technical Precision & Executive Integrity. Our fees reflect a commitment to proactive stewardship that goes beyond simple data entry. By maintaining an elite understanding of complex tax law and financial reporting, we serve as a protective barrier for your organization. We offer reliable, year-round support and the high-level, clear communication required to make informed decisions.

• Engagement & Payment Terms are as follows:
  • Strategic Consultations: To respect the specialized nature of our advisory, consultation fees are a set rate due at the time of scheduling.
  • Tax Advisory & Compliance: To secure your position within our limited-capacity model and initiate the engagement, the minimum service fee is due upfront. Any remaining balance based on the final scope of work is due upon completion, prior to filing.
  • CPA Stewardship & Managed Services: Fees for ongoing Fractional CFO, Accounting, and Payroll services—along with their respective billing cycles—are detailed within your personalized proposal.

All fees are non-refundable. Our limited-capacity model is built on the reservation of specialized time and technical resources for a select group of partners. Because we intentionally restrict our client base to ensure high-touch stewardship, all fees received are applied directly toward the total cost of your engagement and represent a commitment of our firm’s professional capacity to your specific objectives.

To maintain the high-touch nature of our partnership model, we require a minimum of 72 business hours’ written notice for the cancellation or rescheduling of any scheduled consultation. This policy ensures that our firm’s specialized capacity remains available to those who require it. Please direct all notices to: Bryan@AmanTaxandAccounting.com

We prioritize technical accuracy and proactive strategy over the traditional rush of tax season. To ensure your return receives a comprehensive internal review and is never compromised by seasonal time constraints, we may utilize the extension process as a standard component of our engagement. This strategic window guarantees that every filing meets our firm’s elite standard of preparation. Important Note: An extension to file is not an extension to pay. All tax liabilities must still be remitted to the appropriate authorities by the original filing deadline to minimize penalties and interest.

The best way is to minimize the time we spend gathering and organizing your data. To save money, ensure your records are organized and complete from the start, and promptly respond to any questions or requests for supporting documents.

Your overall tax preparation fee is determined by the complexity of your tax return, the organization of your documents, and the total time required for accurate preparation. Please note: The final fee can be higher than the minimum fee listed in the proposal or engagement letter.

A Certified Public Accountant (CPA) is a licensed accounting professional who has met specific state education, examination, and experience requirements. Unlike general accountants, CPAs are authorized to sign audit reports, perform attestation engagements, and represent clients before the IRS. They are held to high ethical standards and specialize in auditing, taxation, and financial consulting for businesses, individuals, and nonprofits. 

An Enrolled Agent (EA) is a federally authorized tax expert with unlimited practice rights before the Internal Revenue Service (IRS) in every state—just like a CPA or Attorney. This designation confirms we are highly qualified to provide unrestricted, expert assistance with tax preparation, planning, and client representation on any tax matter.

Your security is our top priority. We utilize TaxDome, our secure client portal, for all document exchange and communication. TaxDome provides industry-standard, bank-level encryption and security protocols. We take every measure to ensure your sensitive financial information is exchanged safely and is never transmitted over unsecure email.

Absolutely. As a Certified Public Accountant (CPA) and Enrolled Agent (EA), we have unrestricted practice rights to represent you before the IRS on virtually any matter pertaining to audits, collections, appeals, and notices. If you receive a notice, please schedule a Strategic Discovery Call immediately. To begin the resolution, we will obtain a Power of Attorney (POA) to access your transcripts and strategically determine the best course of action. Please note: For IRS notice resolution services, a retainer fee may be required to cover professional time and necessary administrative work.

Yes. We offer comprehensive, year-round bookkeeping and accounting services to help you manage your business finances efficiently, maintain accuracy, and inform your strategic decisions. Our services go beyond simple data entry and typically include Monthly Reconciliation of your bank and credit card statements, Financial Statement Preparation (Income Statements and Balance Sheets) for strategic review, Expense Categorization for maximum tax advantage, and ensuring your books are Tax-Ready for efficient and optimized annual tax preparation. Fees for bookkeeping and accounting services are determined by the scope of work. We offer personalized quotes after a Strategic Discovery Call and review of your specific needs.

Absolutely. We specialize in proactive tax planning to help both individuals and businesses minimize tax liability throughout the year, not just at filing time. Tax planning can be engaged separately as a standalone strategic service or added to your annual tax preparation service. It involves strategic analysis of your financial situation, including your income, investments, and business structure, to legally reduce your tax burden and support your financial goals. To start your personalized tax strategy, please schedule a Strategic Discovery Call or let us know you want to include this service as part of your tax preparation.

Our Paid Virtual Consultations are reserved for individuals and business leaders seeking immediate, high-level expertise for specific technical advice.