Frequently Asked Questions

Review our FAQs to find answers regarding our tax filing and information retention policies.

1. Tax FAQs

Where is my tax refund?

 You may visit to request for a transcript of your individual tax returns. You have an option to request it online or by mail.

Is my tax refund lost?

What if I receive another tax form after I’ve filed my return?

How long do you keep my filed tax information on file?

2. Services FAQs

 What are other services you offer?

What exactly is a CFO Package? How much is it?

I have a new business and I wanted to incorporate it. What would be the best way
to do it?

Can you help me apply for and get a grant?

3. Support FAQs

How do I get technical support or assistance?

 I would like to speak to someone from your team. How do I contact you?

I am having problems with my taxes. How do I ask for help?

How do I get help with my return that was prepared by Bedrock Business Builders?

How do I make sure that all my information is being kept confidential?

How do I update or delete my client portal account?

FAQ Videos

Where To Incorporate


Why You Need A Business Bank Account

The Dangers of Being An LLC