Frequently Asked Questions
General FAQs
Who will I be meeting with?
All online bookings are scheduled exclusively with Raven Torez. To book an appointment with Bryan Torez, please call our office directly at 913-788-6060.
Do you list pricing online?
Because tax situations vary, pricing is determined after an initial review. We are transparent and will discuss fees before work begins or completed.
Do you work with both individual & businesses?
Yes. We work with individuals, families, and small business owners at various stages.
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Tax Preparation FAQ
Who is tax preparation for?
Clients who want accurate, compliant tax filing with professional oversight.
Does tax prep include planning?
Tax preparation includes basic review for accuracy. Proactive planning is a separate service.
What documents do I need?
Ask Raven to set you up with our secure portal to receive an organizer/checklist after booking.
Do you prepare previous years tax returns?
Yes. We help clients get caught up with their tax returns all the time.
Tax Planning FAQs
Who is tax planning for?
Clients who want to proactivley reduce taxes, plan ahead, prepare for income or life changes.
Is tax planning included in tax prep?
No. Tax planning is a separate advisory service focused on future decisions.
Will I receive recommendations?
Yes. Depending on the service, you may receive a written Tax Planning Snapshot.
Do I need a consultation first?
Yes. All planning and advisory work begins with a consultation and analysis phase.
IRS Resolution FAQs
Do you guarantee IRS outcomes?
No. Resolution services involve strategy and advocay, but outcomes depend on the IRS decisions and clients compliance.
How long does resoultion take?
Timelines vary by case complexity and IRS response times.
Do I need a consultation first?
Yes. All resolution work begins with a consultation and analysis phase.
Can I choose representation with resolution?
No. To provide accurate service, we have to go through all phases of the resolution process to complete the representation process. However, you can have resolution service without representation. Services are outlined on our services page.
Other FAQs
How do you handle "quick questions"
We're always happy to help, and many questions are truly quick.
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When a Question is Complimentary
We're glad to answer brief, straightforward questions that:
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Require minimal clarification
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Do not require research, calculations, or strategy
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Can be answered quickly based on existing knowledge of your life
Examples:​
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Clarifying where to upload documents
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Confirming a deadline
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Explaining a form already prepared
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When a Question Becomes a Service
If a question requires:
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Tax strategy or planning
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Research or interpretation of tax law
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Scenario analysis or projections
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Review of documents not already analyzed
We will pause and let you know before proceeding.
At that point, we'll explain:
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What service is required
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Any applicable fee
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Your options for moving forward
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You are never billed without notice or approval.
This protects transparency while respecting the value of professional expertise.
Why isn't tax planning included in tax prep?
Tax prep looks backward. Tax Planning looks forward. Combining them limits the effectiveness of both.
Why do I need a concultation first?
Consultations ensure we understand your situation and recommend the correct service, saving time and cost.
Why can't I book directly with Bryan online?
To ensure availability and appropriate scheduling, Bryan's appointments are booked by phone and email only!
