Question 1

How do I become a new client?

Accepted Answer

Give us a call. We'll need to discuss your needs and request some information. For individual clients: a copy of your most recent tax return. For business clients: most recent three years tax returns.

Question 2

Do you serve individuals or businesses, or both?

Accepted Answer

We provide services for both individuals, businesses, trusts, estates, and non-profits.

Question 3

What are your business hours during tax season?

Accepted Answer

During tax season from February 1st to April 15th: Monday-Thursday 8:30 AM - 7:30 PM, Friday 8:30 AM - 5:00 PM, Saturday 10:00 AM - 4:00 PM.

Question 4

I have a specific tax related question. Can I call and ask it?

Accepted Answer

We are happy to support our existing clients. Some questions are easy for us to answer and we will do so happily. Others may require time and expertise to answer correctly, which we would expect to bill for.

Question 5

How can I make a payment for your services?

Accepted Answer

We accept payments via check, cash, credit card, and bank transfer. We'll provide payment instructions and details upon finalizing your services or invoice.

Question 6

Why is there a processing fee for debit cards?

Accepted Answer

As a small business with a high volume of transactions, processing fees quickly add up and would require us to raise our prices. A convenience fee is charged for processing credit and debit card transactions. To avoid processing fees: Pay via cash, check, or ACH payments.

Question 7

How much do your accounting services cost?

Accepted Answer

Most of our services have established starting rates. However, every client's situation is different, and the actual time required can vary. Pricing is based on the actual work involved. We're committed to transparency.

Question 8

Do you offer e-filing for tax returns?

Accepted Answer

Yes, we offer e-filing for both personal and business tax returns, ensuring a quicker and more secure filing process.

Question 9

What is an income tax organizer?

Accepted Answer

An income tax organizer is a document to help with the collection and submission of client information necessary to prepare a tax return. Completing your organizer minimizes back and forth communications.

Question 10

What happens if I miss the tax filing deadline?

Accepted Answer

If you miss the deadline, you may face penalties and interest on unpaid taxes. However, we can assist you in filing for an extension and help you avoid any additional penalties.

Question 11

How do I access the client portal?

Accepted Answer

You can access our secure client portal at www.ssportal.com/ucrancompanyllc.

Question 12

How can I get onto SafeSend (Formerly the Onvio Portal)?

Accepted Answer

SafeSend is our client engagement tool which allows us to send and receive documents securely. When you first become a client, we will send you an email to help open your account. Email reception@ucrancpa.com for help.

Question 13

I don't want to upload my documents to the Portal. What other options are there?

Accepted Answer

We have a 24-hour dropbox located inside the front door of our building at 36 Smith Ave in Greenville, Rhode Island. During normal business hours, you can also drop documents off at the front desk.

Question 14

Where is my refund?

Accepted Answer

Check your refund status at IRS Where's My Refund (sa.www4.irs.gov/wmr), Rhode Island Refund Status (ri.gov/taxation/refund), or Massachusetts Refund Status (mass.gov).

Question 15

I got my tax returns and the banking information is wrong. Where will my refund go?

Accepted Answer

If banking information is wrong, your financial institution will reject and return the deposit to the IRS. The IRS will then issue a paper check for that deposit.

Question 16

I lost my refund check. How do I get a new one?

Accepted Answer

Call the IRS at 800-829-1954 (automated system) or 800-829-1040 (agent). Download and complete Form 3911, Taxpayer Statement Regarding Refund.

Frequently Asked Questions

Getting Started

Payments & Pricing

Tax Filing

Client Portal & Documents

Refunds & Issues

Still have questions?