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Can I review my financial records regularly?Absolutely. We provide regular updates, financial reports, and open access to your records through our secure client portal. Transparency is a core part of our process.
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What is your turnaround time for tax filings or bookkeeping services?Turnaround time varies depending on the complexity of the work and the completeness of the documents provided. We prioritize meeting deadlines and will keep you informed throughout the process.
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How do you ensure accuracy and compliance in your services?Our team consists of experienced CPAs and professionals who meticulously review all work to ensure compliance with current tax laws and financial regulations.
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How does Highborn CPA approach new client onboarding?Our onboarding process is designed to be seamless and efficient: Step 1: Initial Consultation – We discuss your needs, goals, and current financial situation. Step 2: Proposal – We outline our recommended services and provide a detailed engagement letter. Step 3: Setup – Once onboarded, we assist with document uploads, account integration, and organizing your financial records. Step 4: Ongoing Support – We provide regular updates, reports, and check-ins to keep your finances on track.
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What tools do you use for communication and collaboration?We use Encyro.com for secure document sharing and communication, as well as email and phone consultations. For in-person meetings, we serve clients across Central Florida, including Citrus County, Ocala, Tampa, and Orlando.
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Do you work with clients nationwide?Yes, we serve clients across the U.S., providing remote services for businesses and individuals. Our secure client portal ensures seamless collaboration regardless of location.
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Do you work with startups or new businesses?Yes, we assist startups and new businesses that are ready to establish a solid financial foundation. Our services include bookkeeping setup, tax planning for entrepreneurs, and financial strategy consulting to help new businesses succeed.
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Do you offer in-person services?Yes, we offer in-person services for clients located in Central Florida. Our team works directly with businesses and individuals in major locations, including Citrus County, Ocala, Tampa, and Orlando. Meeting in person allows us to develop stronger relationships and provide hands-on support for complex financial needs. For clients outside Central Florida, we provide seamless remote services through our secure client portal, ensuring that you receive the same level of professionalism and expertise no matter where you’re located.
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Do you work with international businesses or individuals?Yes, we assist international businesses and individuals with complex U.S. tax issues. Whether you are a foreign national conducting business in the U.S. or a U.S. citizen living or operating businesses abroad, Highborn CPA provides expertise in navigating these intricate situations. Examples of Complex Tax Issues and Forms: For Foreign Nationals Doing Business in the U.S. Form 5472: For foreign-owned U.S. corporations or foreign corporations engaged in a U.S. trade or business. FIRPTA Compliance: Ensuring proper withholding and reporting on the sale of U.S. real estate by foreign individuals or entities. Dual Tax Residency: Addressing situations where an individual qualifies as a tax resident of both the U.S. and their home country. Tax Treaty Applications: Determining tax exemptions or reduced withholding rates under applicable international tax treaties. Branch Profits Tax: For foreign corporations with effectively connected income (ECI) from U.S. operations. For U.S. Citizens Living or Operating Businesses Overseas Foreign Earned Income Exclusion (FEIE): Filing Form 2555 to exclude a portion of foreign income from U.S. taxation for qualifying individuals. Foreign Tax Credit (FTC): Filing Form 1116 to claim credits for taxes paid to foreign governments, reducing double taxation. Report of Foreign Bank and Financial Accounts (FBAR): Filing FinCEN Form 114 for individuals with foreign bank accounts exceeding $10,000 in aggregate. FATCA Compliance: Filing Form 8938 for reporting specified foreign financial assets. CFC Rules and GILTI Tax: Reporting controlled foreign corporations (CFCs) and calculating Global Intangible Low-Taxed Income (GILTI) using Forms 5471 and 8992. How We Help: Highborn CPA simplifies the complexities of international tax compliance by: Analyzing tax treaties to minimize tax obligations. Preparing accurate filings for foreign businesses operating in the U.S. or U.S. citizens with foreign income. Assisting with compliance for foreign financial assets and investments. Navigating dual tax residency situations and ensuring optimal filing positions. Let us manage the intricate details of international taxation so you can focus on your business and personal goals with peace of mind.
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Who are Highborn CPA’s ideal clients?We work with discerning small and medium-sized business owners who prioritize quality, precision, and professionalism. Our clients often seek us out after experiencing unresponsive or underqualified CPAs and are ready to invest in reliable, high-level financial expertise.
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How does Highborn CPA select its clients?Just like any business selects the vendors it wants to do business with, so we select our clientele. We prioritize working with businesses and individuals who value high-quality, professional services and are looking to invest in their financial systems. Our ideal clients are those who seek to build long-term relationships and understand the importance of financial accuracy and compliance.
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Can individuals hire Highborn CPA, or do you only work with businesses?While we primarily focus on businesses, we also work with individuals who need tax preparation, financial planning, and IRS compliance assistance. Our services are ideal for individuals with complex tax situations or high-net-worth individuals.
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What happens if my business doesn’t meet your criteria?If we determine that we’re not the best fit, we’ll provide guidance on alternative solutions or refer you to other professionals who may meet your needs.
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What industries does Highborn CPA specialize in?We specialize in providing quality accounting services to a range of industries, including: AEC, Real Estate, Energy, Healthcare, Beauty, Nonprofit, Janitorial.
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