Frequently asked questions.

Welcome to our FAQ page. If you don’t see the answer you’re looking for, feel free to call, stop by our St. Louis office, or fill out our contact form. We’re here to help make tax season—and your financial life—simpler and less stressful.

What services does Boone + Co CPAs, LLC provide?

We offer small business income tax preparation, personal income tax preparation, proactive tax planning, and small business consulting. We also assist with bookkeeping guidance, business structure recommendations, and financial decision support.

Do you work with clients outside of St. Louis?

Yes. Although we’re proudly based in St. Louis, we serve clients across the country through secure virtual appointments, phone consultations, and easy online document upload.

Are you accepting new clients this tax season?

Yes — we welcome new personal and business clients each year. Reach out to see how we can help you today.

What makes your firm different from other CPAs?

We’re a family-owned firm that prioritizes personal relationships, clarity, and long-term financial health. Our clients work directly with experienced CPAs, and we take the time to understand your goals so we can deliver accurate, thoughtful, and efficient tax solutions. We know accounting is a big stressor for many people and it can be nerve racking to feel like you have a “stupid” question or to not know what you’re doing. But that is exactly what we are here for. No dumb questions, no patronizing responses — just smart, simple counsel.

How do I get started?

Give us a call, stop by our office, or submit the contact form on our website. We’ll walk you through next steps and let you know which documents we’ll need to begin.

What documents do I need to file my personal tax return?

Most clients will need W-2s, 1099s, mortgage interest statements, investment summaries, and any documents related to deductions such as childcare, education, or charitable contributions. We’ll send you a checklist based on your situation.

Can you help if I haven’t filed taxes in a few years?

Absolutely. We regularly help clients get caught up, file past returns, and get back on track with the IRS.

Do you offer tax planning or just tax preparation?

We offer both. Tax preparation focuses on filing your current return, while tax planning helps reduce your tax liability for future years. Many clients choose ongoing planning to make strategic financial decisions year-round.

How do you ensure I receive all eligible deductions and credits?

Our CPAs stay up-to-date with the latest tax laws and ask detailed questions to uncover every deduction and credit you’re entitled to. We pride ourselves on taking the time to understand your full financial picture.

How early should I schedule my tax appointment?

We recommend contacting us as soon as you receive your first tax documents—typically in January. Earlier appointments mean faster turnaround times.

What types of small businesses do you work with?

We work with LLCs, sole proprietors, partnerships, S-corps, and independent contractors across a wide range of industries. Whether you’re a startup or an established operation, we can support your tax and financial needs.

What should I do if I receive a letter from the IRS or Missouri Department of Revenue?

Contact us right away. Many notices are simple to resolve, and we can guide you through next steps or communicate with the agency on your behalf.

Can you file an extension for me?

Yes. Extensions give you more time to file, but not more time to pay. We can help estimate any tax you may owe.

Do you offer virtual appointments or secure document upload?

Yes. You can meet with us in person, by phone, or via video call. We also offer a secure online portal for uploading and reviewing documents.

Still Have Questions?

Our team is here to help. Call our office, stop by, or complete our contact form to learn how we can support you or your business. When it comes to tax season, Boone + Co CPAs, LLC has you covered.