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FAQ's

How do I get started with B&B Group?

You can start by calling 631-485-7294 or emailing [email protected] to set up a free consultation. You can also book an appointment with us on our booking site - https://bbgroup.simplybook.me/v2/#book.


What documents will I need to bring for a tax preparation appointment?

Things like your most recent tax return, ID, bank details (voided check), any applicable dependent information,  and all prior year tax documents and forms.


I would like to discuss bookkeeping prices, but your pricing schedule is much higher than my budget.

We offer flexible pricing options and generic pricing schedules were not intended to be a one size fits all. Once you schedule a consultation, you can negotiate and sign  an engagement letter where both parties understand the rates for the tasks to be completed. 


Do I need to sign an engagement letter?

Yes. This is to ensure both parties are aware of the services that will be rendered and the frequency at which payment needs to be remitted. 


Will I have to pay for a consultation if I have tax questions throughout the year?

No. Tax questions throughout the year are included in the cost of your tax preparation. No additional charge is required.