FAQ
Expert Tax Solutions Made Simple
Find clear answers to common questions to make informed decisions quickly and confidently.
What services does Avari Tax and Financial Services provide?
We specialize in tax preparation, filing, planning, bookkeeping, and financial advisory consultations.
Can you help with both personal and business taxes?
Yes, we offer tailored solutions for individual taxpayers and business owners alike.
How do I schedule an appointment?
You can schedule an appointment by calling us or using our online booking system.
Do you provide year-round tax support?
Absolutely! We are available throughout the year to assist with all your tax and financial needs.
Expert Tax Strategies for Lasting Financial Growth
This section provides key financial insights, offering a closer look into trends, benchmarks, and milestones that demonstrate impactful results.
Businesses Served
250+
Taxing Jurisdictions
40+ States
Tax Law Training
600+ Hours
Professional Tax Solutions for Your Success
Ready to take control of your finances? Contact us today to schedule a consultation and discover how our services can simplify your tax and financial needs.
Website Disclaimer – Avari Tax & Financial Services, LLC (“AvariTax”)
Who We Are & How We Serve Clients
Avari Tax & Financial Services is a fully virtual tax practice serving clients across the United States and U.S. territories. Our remote model allows us to reduce overhead, keep costs competitive, and provide flexible, year‑round support without requiring in‑person appointments. All services are delivered through secure digital tools, encrypted communication channels, and scheduled virtual or phone consultations.
Our team includes federally authorized Enrolled Agents (EAs)—tax professionals licensed by the U.S. Department of the Treasury. Enrolled Agents are empowered to represent taxpayers before the IRS in all 50 states, and their authority dates back to the late 1800s when Congress first established the EA designation to help citizens resolve claims and disputes. This national authorization allows us to assist clients regardless of where they live or file.
Scope of Services & Engagement Expectations
Submitting information through our website or online forms does not create a tax preparation engagement. An engagement is only established once Avari Tax formally accepts your request and issues a signed client engagement letter outlining the scope of work, responsibilities, and fees.
Any preliminary conversations, general guidance, or intake responses do not constitute tax advice under IRS Circular 230. Formal tax advice is provided only after engagement acceptance and after we have reviewed your documents and tax situation.
Virtual Service Model & Communication Standards
Because we operate 100% virtually, all communication—including document exchange, appointment scheduling, and tax return delivery—is handled electronically. This allows us to support clients nationwide while maintaining strict security and compliance standards.
For your protection, the IRS strongly discourages sending tax documents or sensitive information by email. We provide secure upload tools, encrypted portals, and electronic signature systems to ensure your information is transmitted safely. Text messaging is used only for service‑related communication and requires your express consent under the Telephone Consumer Protection Act (TCPA).
How Avari Tax Protects Your Information (IRS Publication 4557 Compliance)
Avari Tax & Financial Services follows the security, privacy, and data‑protection standards outlined in IRS Publication 4557. When you provide information through our online forms or secure upload tools, you authorize us to receive, store, and use that information solely for tax preparation and related services. We use secure third‑party platforms—such as encrypted storage, e‑signature systems, and professional tax software—to process your information safely and efficiently.
All documents you submit are encrypted, password‑protected, and stored in secure systems. We never sell or share your information with outside parties, and access is restricted to staff members who need it to complete your tax return or provide the services you request. Consistent with IRS record‑retention rules, we typically retain documents for seven years and never longer than required by law or professional standards.
If a data incident occurs, we will notify you in accordance with applicable legal requirements. For your protection, the IRS strongly advises against sending tax documents or sensitive information by email, and we encourage clients to use our secure upload tools instead.
Electronic Signatures, E‑Delivery, and Your Rights
By using our online systems, you may consent to electronic signatures and electronic delivery of documents under the E‑SIGN Act and IRS Publication 1345. This includes engagement letters, tax returns, disclosures, and other required forms.
You may withdraw your consent to electronic delivery at any time, request paper copies of documents, or update your preferred communication method. If you choose not to use electronic signatures, alternative options are available, though they may extend processing times.
National Compliance, Representation Rights & Limitations
As a federally authorized tax practice, we assist clients in all U.S. states and territories with federal and state tax matters. Enrolled Agents have unlimited practice rights before the IRS, including representation for audits, collections, notices, and appeals. However, Avari Tax does not provide legal services, investment advice, or services outside the scope of federal and state tax compliance and planning. Any recommendations we provide are based solely on the information you submit and the engagement you authorize.
