Clear answers to common questions.

We work with both.

ServiAmigo primarily supports small business owners, self-employed professionals and growing businesses. We also provide individual tax preparation, ITIN assistance and other personal tax services for individuals and families.

Yes.

ServiAmigo provides remote accounting and tax services to clients throughout the United States. The services available may depend on your state, filing requirements and individual circumstances.

Yes.

Our services and client communication are available in English and Spanish.

The first step is to schedule a consultation or complete our contact form. We will ask a few questions about your situation, identify the service you may need and explain the next steps.

You do not need to identify the exact service before contacting us. Tell us what is happening with your taxes, bookkeeping or business, and we will help you determine the most appropriate place to begin.

Fees depend on the type of service, complexity, number of accounts or forms, condition of the records and amount of work required.

After reviewing your needs, we will explain the scope of service and applicable fee before beginning the engagement.

Yes.

Services generally require a signed engagement agreement and payment or an approved payment arrangement before work begins. Specific payment terms will be explained in your proposal or engagement letter.

Processing time depends on the service, complexity, completeness of your documents and time of year. Missing information may delay the work — we will communicate any additional documents or clarification needed to continue.

Yes.

We provide catch-up and cleanup bookkeeping services for businesses with incomplete, outdated or inaccurate financial records. After reviewing the condition of the books, we will recommend the appropriate scope of work.

Yes.

We can coordinate business and personal tax preparation when the business activity flows into the owner's individual tax return. Business returns generally need to be completed before the related personal return can be finalized.

Yes.

Tax planning is a separate service from tax preparation. Tax preparation reports activity that has already occurred. Tax planning reviews your current situation before the year ends to help you prepare for estimated taxes, business decisions and potential tax obligations.

Yes.

We can review the notice, explain what it means and help identify the appropriate next step. Notice assistance and tax resolution services may require a separate engagement.

Documents should be uploaded through our secure client portal.

For your protection, we do not recommend sending tax returns, Social Security numbers, identification documents or other sensitive financial information through regular email, text message or WhatsApp.

The client portal is the secure platform used to:

• Upload documents
• Complete questionnaires and organizers
• Sign agreements and tax forms
• Review messages
• Pay invoices
• Access completed tax returns and reports

General information may be shared through our website and social media channels, but personalized tax advice requires a review of your specific circumstances and documentation.

Sensitive information should only be submitted through the secure client portal.