FAQs
Frequently Asked Questions
A full list of the questions we hear most from eCommerce entrepreneurs — organized by topic so you can find what you need. Still have a question we haven't covered? Reach out anytime; we're always happy to talk.
Bookkeeping
Questions about our monthly, quarterly, and cleanup bookkeeping services.
What's in the monthly reporting bundle?
Your P&L, balance sheet, and cash flow statement, plus forward-facing metrics like eCom profitability, inventory turnover, and KPI tracking.
How are returns and reimbursements handled in my books?
How often should I reconcile my physical inventory?
Why do my numbers in Inventory Lab, Sellerboard, or Sellerise not match my books?
Why do Amazon's deferred payments show up late in my books?
How do I contact my bookkeeper between monthly deliveries?
Who owns my QuickBooks file?
How long does it take to receive my first set of financials after signing on?
Can I use my existing QBO account, or do I need to start a new one?
If I work with you on both tax and bookkeeping, how are my projects managed?
How is my monthly bookkeeping rate calculated, and can it change over time?
Tax
Questions about annual filings, S-Corp conversion, and strategic tax planning
When is the right time to sign up for annual business tax filing?
Our existing clients get early-bird outreach in Q4 to lock in tax prep for the year — often an ideal time to sign on, since the engagement fee can be deducted on your current-year return. We recommend getting queued up during Q4 or Q1 if you can. We do take on new clients year-round for extensions, off-calendar filings, and catch-up work — though all projects are scheduled based on team capacity, so the earlier we can get you on our calendar, the better.
How long does it take to complete a project?
Do you offer one-time consultations?
Can small businesses afford our services?
How do I get started with tax support?
Will you file my personal tax return, too?
Will an extension be filed for me if my project isn't wrapped by the deadline?
What is the Business Tax Worksheet?
Will my extension cover my spouse and dependents?
General
Questions about how we work, what to expect, and how to get started
What's the difference between a Strategy Session and a paid consultation?
A Strategy Session is a free 30-minute call where we learn about your business, hear what you're working through, and talk about which of our services would best fit your needs. It's an introductory conversation — tax or business advice isn't given on these calls. A paid consultation is for times when you need specific, actionable guidance on your bookkeeping or tax situation. We connect you with the right expert on our team — our Enrolled Agent for tax questions, our Accounting Director for bookkeeping — and they'll give you tailored answers you can act on.
How do I get started with Tall Oak Advisors?
Does Tall Oak Advisors have CPAs on staff?
How will I communicate with my team day-to-day?
How do you protect my financial data?
What happens if I need to cancel?
Schedule a Strategy Session
We'd love to learn more about your business and what you're looking to achieve. From there, we'll map out how we can best partner with you.
Pick a time on the calendar that works for you.
Mon - Wed | 1:30 PM - 5:00 PM (ET)
Tues - Thurs | 9:30AM - 12:00PM (ET)
Fri | 8:00AM - 11:00AM (ET)
Schedule a Session