Tax consultancy & loan application assistance · We are not a direct lender+1 (806) 207-8826

Frequently Asked Questions

Tax, loan and payment questions answered

Loan Questions

What types of loans can you help with?

We assist with business loans, commercial property financing, home mortgage assistance, equipment financing, working capital, construction financing, acquisition financing and other financing opportunities.

Can you help my business obtain a large loan?

Yes, we can help organize and prepare financing proposals for eligible business and project financing applications. The amount available depends on lender requirements and the project's financial position.

Can you help prepare my business for bank approval?

Yes. We can assist with business plans, financial projections, cash-flow reports, financial statements, project budgets and other supporting documents.

How long does loan approval take?

We aim to complete initial application assessments efficiently, often within 24 hours when all required information is available. Final approval timelines depend entirely on the lender's review and verification process.

Do you guarantee loan approval?

No. The lender makes the final approval decision. No consultancy can guarantee that an independent lender will approve an application.

Can I qualify for zero-interest financing?

Some lenders may offer promotional or specialized zero-interest financing arrangements. Availability depends on the product, applicant eligibility and lender terms. We do not guarantee zero-interest financing.

Will the loan funds be paid directly into my bank account?

Where the lender approves the application and the financing agreement provides for direct disbursement, the lender will transfer the funds according to its procedures.

Do you assist with SBA loans?

We can assist eligible clients with preparing and organizing documents for applicable SBA financing applications. SBA lenders make the lending decisions.

Do I need to pay an advance fee?

Some consultancy services require a retainer before work begins. The amount depends on the service. All fees should be disclosed in writing and connected to the services being provided. Consultancy fees do not guarantee financing approval.

Tax Questions

What tax services do you provide?

We assist with individual and business tax preparation, tax planning, bookkeeping, financial statements and tax-related documentation.

Do you prepare business tax returns?

Yes, business tax preparation is one of our services, subject to applicable preparer qualifications and jurisdictional requirements.

Can you help with IRS notices?

Yes. We can help organize relevant records, review documentation and prepare clients for tax-related consultations. Formal representation is limited to appropriately authorized professionals.

How much does tax preparation cost?

Our estimated business tax return preparation fees range from $500 to $800. Final pricing depends on the complexity of the return and the agreed scope of work.

When do I pay for tax preparation?

A 75% retainer is due when work begins, with the remaining 25% payable upon completion and before filing.

Will I receive a copy of my tax return?

Yes. A PDF copy is provided after completion. Printed copies may incur a small additional charge.

Payment Questions

What payment methods do you accept?

We accept cash, checks, wire transfers, USDT, Apple Cash, PayPal and other approved payment methods.

Can I request an invoice?

Yes. Clients can request written quotations and itemized invoices for consultancy services.

Are loan consultancy fees refundable?

Refunds, if applicable, are governed by the written service agreement and the work already performed. Fees for completed professional services are not automatically refundable simply because a lender declines an application.

Still have a question?

Our team is happy to help.

Call +1 (806) 207-8826