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Jose F. Valencia

Consulting ACCOUNTANT

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Frequently Asked Questions

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What does business consulting do?

Business consulting provides expert advice to help organizations improve performance, solve problems, and achieve goals. Consultants analyze operations, develop strategies, optimize resources, and assist with implementation to drive growth and efficiency.

What industries do you specialize in?

We specialize in a wide range of industries, including:

• Finance and Accounting: Tax preparation, financial planning, and compliance.

• Healthcare: Operational efficiency, regulatory compliance, and patient management.

• Retail and E-commerce: Inventory management, marketing strategies, and customer experience enhancement.

• Technology: IT strategy, system integration, and digital transformation.

• Small Businesses: Tailored consulting to address unique challenges and growth opportunities.

How does the process work?

ere’s a short version of the tax preparation process:

1. Client Consultation & Info Gathering: The tax preparer collects necessary documents (W-2s, 1099s, etc.) from the client.

2. Tax Preparation: The preparer enters the data into tax software to calculate the client’s taxes, identifying deductions and credits.

3. Review: The client reviews the tax return for accuracy, and any changes are made.

4. Filing: Once approved, the return is filed electronically with the IRS and state authorities.

5. Post-Filing: The preparer may offer tax planning advice and assist with any IRS issues or audits.

6. Record Keeping & Follow-Up: The preparer stores a copy of the return, and clients receive their own. The office may follow up for next year’s return.

This process ensures accurate, timely filing and ongoing client support.

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