Question 1

What services does MyAcadia provide?

Accepted Answer

MyAcadia provides Accounting & Bookkeeping, Tax Planning & Preparation, Fractional CFO Services, IRS & Tax Resolution, and Notary Services for individuals and small to mid-size businesses.

Question 2

Do you work with clients virtually?

Accepted Answer

Yes. MyAcadia offers virtual appointments for many accounting and tax services, allowing us to work with clients conveniently regardless of location. In-person appointments are also available when appropriate.

Question 3

What happens during the complimentary Discovery Call?

Accepted Answer

The complimentary 15-minute Discovery Call gives us an opportunity to learn about your needs, determine whether MyAcadia's services may be a good fit, and discuss appropriate next steps. The Discovery Call does not include individualized tax, accounting, or financial advice.

Question 4

Do you offer professional consultations?

Accepted Answer

Yes. Paid professional consultations are available when you need individualized guidance regarding a specific tax, accounting, or business financial matter. Professional consultations are separate from the complimentary Discovery Call and may involve more detailed discussion or analysis of your circumstances.

Question 5

How much do your services cost?

Accepted Answer

Fees depend on the type and complexity of services required. Factors may include the condition of your accounting records, transaction volume, business structure, tax forms required, number of entities or states involved, and the level of ongoing support needed. You'll receive a clear scope of work and pricing before services begin.

Question 6

What types of businesses do you work with?

Accepted Answer

MyAcadia works with entrepreneurs and small to mid-size businesses across a variety of industries. Services are tailored to the accounting, tax, and financial needs of each client rather than limited to a single industry.

Question 7

Do you work with nonprofit organizations?

Accepted Answer

Yes. MyAcadia provides accounting support and tax preparation services for nonprofit organizations. Contact us to discuss your organization's specific needs and determine the appropriate scope of services.

Question 8

My bookkeeping is behind. Can you help?

Accepted Answer

Yes. MyAcadia offers catch-up and cleanup bookkeeping services to help bring financial records current and identify issues that may need to be corrected. After reviewing the condition and complexity of your records, we'll recommend an appropriate path forward.

Question 9

I received a notice from the IRS or another taxing authority. Can you help?

Accepted Answer

Yes. MyAcadia can assist with reviewing tax notices, understanding what information is being requested, addressing certain filing and compliance matters, and determining appropriate next steps. The specific services available will depend on the nature of the matter.

Question 10

How do I securely send documents?

Accepted Answer

Please do not send Social Security numbers, tax identification numbers, banking information, tax documents, or other sensitive financial information through the website contact form or standard email. Clients who need to exchange sensitive documents will be provided access to MyAcadia's designated secure document-sharing system.

Question 11

Is MyAcadia a CPA firm?

Accepted Answer

MyAcadia, LLC provides tax and accounting services but is not a CPA firm and its services are not regulated by the Texas State Board of Public Accountancy. MyAcadia's founder, Sheila Y. Woods, is individually licensed as a CPA. Attest and specialized public accountancy services are provided exclusively through Sheila Y. Woods LLC, an affiliated, separately licensed CPA firm, in accordance with Texas board rules.

Question 12

Do I need to know which service I need before contacting you?

Accepted Answer

No. Start with what you know. Tell us what's happening, and we'll help determine the appropriate next step.

Questions, Answered Clearly

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