Frequently Asked Questions

Joseph Tax Advisory plans to begin accepting tax-preparation clients in November 2026 for the upcoming filing season.

Pricing depends on the service, complexity, volume of activity, and level of support required. You’ll receive clear pricing before beginning paid services.

Services may include transaction categorization, account reconciliation, financial statement preparation, cleanup/catch-up bookkeeping, and ongoing monthly bookkeeping support.

You don’t have to figure that out before contacting us. During your discovery call, we’ll review your business activity and recommend the service level that fits your needs.

Yes. Cleanup and catch-up bookkeeping may be available depending on the condition and complexity of your records.

Available tax-preparation services and eligibility will be discussed during onboarding based on the complexity of each return.

Start by booking a discovery call. We’ll discuss your needs, answer initial questions, and determine which service is the best fit for you or your business.

We’ll discuss your current situation, your goals, what support you need, and the next steps for working together. The discovery call is not a tax-preparation or advisory session.

Yes. Joseph Tax Advisory is designed to serve clients virtually, allowing us to work with clients beyond the local Louisiana area depending on the service needed.