How can I get started with Numberwise?

The simple answer is to click here. We know people are usually pretty anxious to get started, but we want to make sure Numberwise is the right fight for your business. So we will have some questions for you before we prepare a proposal of services and prices. But once we get all that figured out, it is smooth sailing from there.

What kind of information do I need to get started?

We want to better understand how you are currently doing things so we know how to help. Here are some questions we will probably ask you:

  • What accounting system do you currently use (if any)?
  • How many employees do you have?
  • How many bank accounts do you have?
  • What are your long-term goals for the business?
How much do your services cost?

That is a complicated question – sort of like asking “How much does it cost to build a home?”

After first contacting us, we will ask you for some information that will help us propose some service packages. Those packages will all have a proposed price. So you will always know in advance exactly how much you will be paying, and you will never be surprised by a bill. And all of our services are backed by our full guarantee – if you aren’t happy, you don’t pay.

How soon will I get my refund if I paper file my tax returns?

In past years, refunds were normally processed 2-4 weeks after getting the return. To check your refund status visit https://www.irs.gov/refunds.

How can I set up installment payments to the IRS for my taxes owed?

You can request an installment agreement from the IRS here – https://www.irs.gov/payments/online-payment-agreement-application.

How long should I keep my documents?

Keep copies of your tax returns forever. Keep receipts for 5 years. Documents substantiating income or deductions – keep for 3 years after the date of filing the tax return. Documents related to purchase or improvement of residence – keep until you sell the residence (and for 3 years after).


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