Frequently Asked Questions

What industries do you serve?

SherpaCPAs serves businesses across most industries:

• Nurses & Travel Health

• Rideshare

• Consultants & Coaches

• Therapists & Counselors

• Personal Trainers

• IT & Software Contractors 

• Realtors

• Freelance Creatives

• Tradespeople

• Sales

Don't see your work? If you get a 1099 and keep no inventory, the plans still fit. See Pricing.

How do you price your services?

Pricing is up front and clear unlike many other tax providers. Pricing is broken into 3 distinct plans depending on your level of complexity. If you don't fit into one of the distinct plans that's ok, we offer a free intake consultation and will agree on pricing before any charges or filing.

What if my taxes turn out to be more complex than my plan?

If intake surfaces something bigger (a rental you forgot, a fourth state), we tell you, quote the difference flat, and only bill after you say yes. Nothing is ever added silently.

Will I get a tax refund?

We cannot guarantee a tax refund or tax payment required until after calculating tax amounts. You'll know your final answer upon presentation of the draft completion of your tax return.

I got an IRS letter? I haven't filed in years? Can you fix it?

Yes, that's our Advanced side. Millions of Americans every year run into IRS letters and tax complexities, it'll be OK. We start with a free consultation. You'll provide notices, forms, and your tax status. A CPA reviews your notice(s) with you or pulls your IRS transcripts, lays out the path, and quotes it flat. Members get 2 simple notice responses (CP14, CP501/503/504, 5071C) free each year.

Is my data secure?

Financial data is safeguarded with encryption at rest and in transit, role-based access controls, multi-factor authentication, and secure sharing protocols.

Strict internal policies and regular backups ensure compliance and recovery.

Access logs and oversight prevent unauthorized activity.
 

What's in the $44/mo membership, and can I cancel?

Quarterly estimated-payment calcs, tax-planning strategies, 1099-NEC monitoring, S-corp election analysis, business-structure consulting, 2 free simple IRS notice responses, $50 off any filing, and unlimited CPA messages. $44/mo billed annually ($528/yr) or $55/mo monthly, first month free, cancel before renewal anytime.

Fair-use cap of 1 hour of CPA billable time per month; $300/hr beyond, never surprise billed, always discussed beforehand)

Will I still have access to my tax return and records?

Yes, you retain ownership and access to your files.

Do you provide Audit services?

No. While we are a fully licensed CPA firm, we are focused on being the best tax providers to contractors and small businesses and do not audit companies.

How is SherpaCPAs different from tax prep companies like HR block or Turbo Tax?

SherpaCPAs is a fully licensed public accounting firm, not a company ran by non-CPAs. We seek to be long term partners that work with you all the way to the top. If you've outgrown your current online software or tax prep company reach out today!

How is SherpaCPAs different from other accounting firms?

Unlike traditional firms, SherpaCPAs offers up-front pricing and doesn't hit you with surprise bills with a ton of billed hours. We are 1099, small business, and IRS resolution specialists seeking to minimize your tax bill and maximize your experience.

When do I sign? When does it actually get filed?

After your return is finished you review it with your refund or balance due on top. Only then do you e-sign Form 8879 (with identity verification, as the IRS requires) and we e-file. You're never asked to sign something you haven't seen.

Can I take tax deductions if I receive a 1099?

Yes! If you receive a 1099 you're self employed and can deduct the legal and applicable business related tax expense you've incurred. If you connect with SherpaCPAs we can help identify where tax savings can occur and maximize deductions available to you!