Frequently Asked Questions

100% virtual means all our services are delivered entirely online - no office visits required. You can upload documents, communicate with us, review your tax return, and e-sign everything from the comfort of your home or office. We use the DynaTax AI platform for secure document exchange and communication.

Absolutely! While we use AI technology for efficiency, you work directly with Chau Tran, a licensed Texas CPA. We offer video calls, phone consultations, and secure messaging through the platform. The AI handles data processing; the CPA provides professional judgment and advice.

Yes! As a virtual firm, we serve clients nationwide. We specialize in Texas tax returns but also prepare returns for all 50 states. We're particularly experienced with multi-state tax situations for remote workers and businesses operating in multiple states.

We are a 100% virtual firm and do not maintain a physical office for client meetings. However, we offer video conferencing that provides face-to-face interaction without the need to travel. Most clients find this more convenient than traditional office visits, especially during busy tax season.

DynaTax AI is the third-party software platform we use to deliver our tax preparation services. It provides secure document upload, AI-powered data extraction, real-time return tracking, and encrypted communication. Think of it as your secure tax portal - but with intelligent assistance.

Your professional relationship is with Chau Tran CPA. DynaTax AI is simply the technology platform we use - like how your doctor might use electronic health records. Chau Tran CPA provides the professional services, advice, and expertise. DynaTax AI provides the secure technology infrastructure.

The AI automates time-consuming tasks like scanning documents, extracting data, categorizing expenses, and identifying potential deductions. This means faster turnaround times and lower costs. However, a licensed CPA reviews everything and makes all final decisions. The AI assists; the CPA decides.

The DynaTax AI platform works on any device with a web browser - desktop computers, laptops, tablets, and smartphones. You can upload documents from your phone's camera, access your return from your computer, and sign documents from your tablet. Everything syncs across devices.

Important: The DynaTax AI platform is accessible ONLY from within the United States. If you travel internationally, you will NOT be able to access the platform until you return to US territory. This is a security feature, not a limitation - it ensures your data never leaves US jurisdiction.

We implement multiple layers of security: 256-bit encryption (bank-level), two-factor authentication, US-only server storage, geographic IP blocking, SOC 2 Type II compliance, and regular security audits. Your tax data is stored exclusively on US-based servers and never leaves American jurisdiction.

This is our strongest security feature. By blocking all non-US IP addresses, we prevent foreign hackers from even attempting to access the platform. Your tax data - including SSN, income, and financial information - stays protected under US law and is inaccessible from foreign networks. Is it inconvenient if you travel? Yes. Is it maximum security? Absolutely.

Only Chau Tran CPA and authorized personnel working on your return can access your information. We are bound by professional confidentiality obligations. Your data will not be shared with anyone except as required by law (IRS, court order, etc.) or with your explicit written consent.

When done properly, online tax preparation is actually safer than traditional paper methods. Documents can't be lost in transit, stolen from your car, or left on a desk. With encryption, two-factor authentication, and geographic restrictions, digital tax preparation offers security that paper simply cannot match.

We retain your tax returns and supporting documents for a minimum of 7 years as required by professional standards and IRS regulations. Your data remains secure in the DynaTax AI platform, accessible to you 24/7. You can download copies anytime. When the retention period ends, data is securely deleted.

Fees vary based on the complexity of your tax situation. Simple individual returns start at competitive rates, while business returns and complex situations are quoted individually. Contact us for a free consultation and customized quote. We provide transparent pricing before you commit to anything.

Yes! We offer a free initial consultation to understand your needs and provide a quote. This allows us to assess your situation and determine the best approach. There's no obligation - just an opportunity to see if we're a good fit for your tax needs.

Payment terms are outlined in your engagement letter. Typically, a deposit may be required for complex returns, with the balance due upon completion. For straightforward returns, payment is due before filing. We accept all major payment methods through secure processing.

No hidden fees. We provide transparent pricing upfront. If additional work is required beyond the original scope (such as amended returns or additional schedules discovered later), we'll notify you and get approval before proceeding with any additional charges.

Platform access for tax preparation is included in our service fees. There is an optional subscription available for year-round income/expense tracking, but it's not required for basic tax return preparation. We'll discuss options that make sense for your situation.

We prepare individual tax returns (Form 1040), business returns for all entity types (sole proprietorship Schedule C, partnerships, S-Corps, C-Corps), multi-state returns, amended returns, and prior-year returns. We also provide tax planning and estimated tax calculations.

Turnaround time depends on complexity and time of year. Simple returns typically take 2-4 business days once we have all documents. Complex business returns may take 1-2 weeks. During peak tax season (March-April), times may be longer. We'll provide an estimated timeline when you engage our services.

Common documents include: W-2s, 1099s, investment statements, mortgage interest statements (1098), business income/expense records, health insurance forms (1095-A/B/C), prior year returns, and any other tax documents you received. We'll provide a customized checklist based on your situation.

Yes! We offer proactive tax planning services including estimated tax calculations, year-round strategy sessions, business structure advice, retirement planning from a tax perspective, and quarterly check-ins. Tax planning often saves far more than tax preparation alone.

We stand behind our work. If questions arise from the IRS or state authorities, we'll assist you in responding. Audit representation services are available and can be discussed based on your needs. We maintain detailed records of all work performed and the basis for positions taken.

Yes, we prepare prior-year returns and amended returns. Whether you missed a filing deadline, need to correct errors, or want to claim overlooked deductions, we can help. Each situation is unique, so contact us to discuss your specific circumstances.

Three simple steps: 1) Contact us for a free consultation via phone, email, or our website. 2) We'll discuss your needs, provide a quote, and send an engagement letter. 3) Once you sign the engagement letter, we'll create your DynaTax AI account and you can start uploading documents. It's that easy!

It's never too late! We regularly take on clients mid-year or even during tax season. Our virtual platform and AI-assisted workflow allow us to onboard new clients quickly. If you're unhappy with your current tax preparer, contact us to discuss making a switch.

We'll discuss your tax situation, business structure (if applicable), any specific concerns or goals, and what services you need. We'll explain our process, answer your questions, and provide transparent pricing. There's no pressure - just information to help you make an informed decision.

Not at all! If you can send an email or take a photo with your phone, you can use the DynaTax AI platform. We provide step-by-step guidance, and our support team is available to help with any technical questions. The platform is designed to be intuitive and user-friendly.

Our website features interactive demos of the DynaTax AI technology (tax scenario calculator and AI chat). These educational tools give you a feel for how the platform works. During your consultation, we can also provide a detailed walkthrough of the actual client portal.