Question 1

How much does bookkeeping cost with District Tax?

Accepted Answer

Bookkeeping is priced in three tiers, Essential, Growth, and Strategic, based on how many accounts and how much reporting you need.

Question 2

Do you charge a flat fee for tax preparation?

Accepted Answer

Tax prep pricing depends on the complexity of your return. Personal returns are simpler than business returns.

Question 3

Is pricing published anywhere, or do I have to ask?

Accepted Answer

Tier names and what's included in each are published. Exact dollar amounts are quoted based on your specific situation.

Question 4

Does payroll cost extra on top of bookkeeping?

Accepted Answer

Payroll processing is included starting at the Growth tier, up to 5 employees, not billed as a separate add-on.

Question 5

What happens at the first consultation?

Accepted Answer

We talk through your actual situation, individual or business, and figure out which service and tier actually fits.

Question 6

How do I get started if I just need my personal return filed?

Accepted Answer

You can start your return directly through our secure client portal, no consultation required.

Question 7

Do I need to come into an office to work with District Tax?

Accepted Answer

No. Everything can be handled virtually. If you're in the Tampa Bay area, you're also welcome to visit in person.

Question 8

Does District Tax handle both personal and business tax returns?

Accepted Answer

Yes, personal and business returns are both handled by the same team, whether it's your first return or your business's fifth year filing.

Question 9

What's included in the Monthly Bookkeeping service?

Accepted Answer

Monthly reconciliation, categorization, and reporting, plus payroll and tax planning at higher tiers.

Question 10

Can District Tax help with an ITIN application?

Accepted Answer

Yes, we help with W-7 applications for clients who need an ITIN to file.

Question 11

Does District Tax offer certified payroll for government contractors?

Accepted Answer

Yes, certified payroll and WH-347 reporting are included at the Growth and Strategic bookkeeping tiers.

Question 12

Does District Tax provide services in Spanish?

Accepted Answer

Yes, every team member is bilingual, English and Spanish, from the first conversation through filing.

Question 13

Does District Tax have a physical office?

Accepted Answer

Yes, in the Tampa Bay area, Florida. Clients in DC, Maryland, and Virginia currently work with us fully virtually.

Question 14

Can I work with District Tax if I don't live in Florida?

Accepted Answer

Yes. We work with clients virtually, wherever they're located, including the DC, Maryland, and Virginia area.

Question 15

Do you serve clients in Washington DC specifically?

Accepted Answer

Yes, we serve clients throughout DC, Maryland, and Virginia, fully virtually.

Question 16

Should I hire a CPA or work with District Tax?

Accepted Answer

District Tax isn't a CPA firm, we're tax professionals. For most tax prep, bookkeeping, and business formation needs, a CPA license isn't required.

Question 17

Is District Tax better than a large national tax prep chain?

Accepted Answer

We're a family-owned firm with over 40 years of history, not a seasonal chain. That means continuity you don't get from a different preparer every year.

Question 18

Is District Tax a licensed and authorized tax preparer?

Accepted Answer

Yes, District Tax is an Authorized IRS e-File Provider and an NATP member.

Question 19

How long has District Tax been in business?

Accepted Answer

Since 1984, over 40 years, family-owned the entire time.

Question 20

Is District Tax a family-owned business?

Accepted Answer

Yes. It started with Petra Alonso in 1984 and is co-owned today by Petra and her nephew, Luis.

Frequently Asked Questions