FAQs | Affluence Summation

Do I need to schedule an appointment for tax preparation?

While appointments are recommended, we strive to accommodate all clients. You can schedule an appointment through our website or contact us directly.
Pricing & Payments

Pricing is based on the complexity of your tax situation. We accept various payment methods, including credit cards, checks, and electronic funds transfer (EFT). Details will be provided during the engagement process.
How secure is my information with Affluence Summation?

Affluence Summation prioritizes data security. We use advanced encryption and adhere to strict privacy measures to safeguard your sensitive information.
What documents do I need for individual tax preparation?

Common documents include proof of identification, previous year tax return, W-2s, 1099s, proof of deductions, and any additional income sources. Our tax professionals will guide you through the specific requirements.
What services does Affluence Summation offer?

Affluence Summation offers comprehensive tax preparation services for individuals and businesses. We also provide Business Solutions, Bookkeeping Services & ITIN Applications.
What if I have additional questions after my tax return is filed?

We are here to assist you with any post-filing inquiries or concerns.
How long does the tax preparation process take?

Timelines vary based on the complexity of your tax situation and the completeness of your provided information. Our team works efficiently to complete the process promptly.