Frequently Asked Questions
Have questions about our tax, CFO, and advisory services? You’re not alone. We’ve compiled answers to the most common questions we hear from small and mid-sized businesses.
General FAQS
What makes TC Advisors different from other CPA firms?
Unlike many firms that only provide tax services once a year, we offer year-round planning, fractional CFO services, and hands-on advisory. With Big Four backgrounds, we bring the technical rigor of large firms with the accessibility and personal service of a boutique practice.
Do you only work with businesses, or do you help individuals too?
We specialize in small and mid-sized businesses, but we also provide tax preparation and planning for individuals, especially entrepreneurs, investors, and business owners with complex returns.
Do I need to be located in New York or New Jersey to work with you?
No. While our partners are licensed CPAs in NY and NJ, we work with clients across the U.S. through secure digital platforms. We’re a modern, tech-forward firm that can serve you wherever you are.
Do you offer free consultations?
Yes. We provide an initial consultation at no cost to understand your needs and see if we’re the right fit.
Service-Specific FAQs
What's included in your tax preparation and planning services?
We prepare federal, state, and local tax returns, and we also provide year-round tax planning. That includes quarterly estimated tax calculations, deduction and credit optimization, and proactive strategies to reduce liability.
What does a fractional CFO do?
A fractional CFO provides executive-level financial strategy without the cost of a full-time hire. We handle cash flow forecasting, KPI tracking, financial reporting, and strategic guidance to help you grow your business with clarity.
How is business consulting different from bookkeeping or tax prep?
Our consulting and advisory services go beyond compliance. We provide strategic advice on structuring, budgeting, profitability analysis, and growth planning—helping you make better decisions, not just stay compliant.
What does due diligence mean in a business transaction?
Due diligence is a comprehensive review of a company’s financial and tax history before a purchase, sale, or merger. We identify risks, review purchase agreements, and recommend structures to ensure the deal is tax-efficient and value-driven.
Process & Pricing FAQs
How do you price your services?
We tailor pricing based on scope and complexity. Tax returns are billed at a flat or hourly rate depending on complexity, while fractional CFO and advisory services are typically offered on a recurring monthly engagement.
How do I get started?
It starts with a consultation call. We’ll learn about your goals, review your current financial situation, and recommend the right level of service for your business.
Do you provide ongoing support or just one-time projects?
Both. Many of our clients engage us year-round for ongoing planning, while others come to us for one-time projects such as tax due diligence for a business acquisition.
How do you ensure security when working remotely?
We use secure client portals, encrypted communication, and industry-standard software to ensure confidentiality and compliance.
Who We Serve
- Small & Mid-Sized Businesses across industries
- Startups & Entrepreneurs building a foundation for growth
- Real Estate Investors navigating complex portfolios
- High-Net-Worth Individuals seeking proactive tax strategy
No matter your industry or stage, we approach every client relationship with the same rigor, professionalism, and commitment to long-term success.
Our Approach
- Listen First – We take time to understand your goals, challenges, and unique circumstances.
- Create a Plan – We design customized tax and financial strategies to support your objectives.
- Work Alongside You – We don’t just hand over reports—we explain, advise, and guide.
- Plan for the Future – Our year-round approach ensures you’re always prepared for what’s next.
Our approach is flexible and client-centered , so no matter your industry , we take the time to understand your goals and design strategies that fit.
Based in New York and New Jersey, we serve clients locally and nationwide. Our digital-forward approach allows us to partner seamlessly with businesses across the U.S., providing expert CPA guidance wherever you’re located.