Frequently Asked Questions
Everything you need to know about our accounting services and how we work together to grow your business.
01
Will you file my taxes for me?Â
While tax filing is not included, what you do get is books that are reconciled and tax-ready all year, plus a year-end package for your CPA with the financial statements, account reconciliations and 1099 vendor list, so they have what they need without any back-and-forth.
02
How can you help with tax strategy?
Beyond beyond preparing a tax-ready package, we review your financial picture throughout the year to plan ahead, identify eligible deductions, and help you make informed decisions that support your long-term goals.
03
What does onboarding with Wenzel Finance look like?
We start with an introductory conversation to understand your needs, then gather your existing records, set up secure access, and agree on a clear scope and schedule before work begins.
04
What documents should I prepare?
Typically, recent bank and credit card statements, previous tax returns, payroll records, and any existing bookkeeping files and systems access. We'll share a tailored checklist during onboarding.
05
How often will we communicate?
We agree on a regular check-in rhythm that suits you, and you can reach out with questions anytime. You'll always know where your books stand and what comes next.
06
How is my financial information kept secure?
We treat your data with strict confidentiality, limit access to the people working on your account, and use secure channels for sharing documents.