We would like to keep you informed on this matter, however, you will have to get into the IRS website (irs.gov) so you can track the status of your tax refund.

If you've already e-filed or mailed your return to the IRS or state taxing authority, you'll need to complete an amended return. You may contact our finance team and we can file a form 1040X for you. Additional fees may apply.

We retain your information for as long as your account is active or as needed to provide you services. We may retain or use your information as necessary to comply with our policies, legal obligations, resolve disputes, and enforce our agreements. The IRS requires us to retain filed tax returns for a period of at least three years. 

If you start, but do not complete, a tax return as part of our services, we will keep the tax return information you provide until the end of the tax season, after which it will be deleted from our system.

Aside from the CFO Package, we also offer the following services:

• Tax Preparation

• Tax Resolution

• Incorporation Services and Non Profit Setup

• Financial Coaching

• Grant Funding Service

To know more about these, we recommend you get in touch with us and we’d be happy to guide you through the services based on your needs.

Browse through our website through this link to see a summary of our services.

List of Services

The CFO Package is one of Bedrock Business Builder’s main services. It includes the following:

• Monthly bookkeeping for (1) business entity (reconciliation and categorization of multiple accounts)

• Tax Correspondence & Compliance: We will review and respond to any tax notices you receive.  Provide guidance & support in keeping your tax records in order and your business in full compliance

• Own client profile in Bedrock Business Builder’s client portal, Secure File Pro for exchanging confidential documents such as bank statements, tax documents, personal identifications, etc…

• Weekly Masterminds

• Time with Joe: (1) 30-minute call per month with Joe DiChiara.

Our services start at $97/month for one (1) business entity. This is one of the most affordable and value-for-money kinds of service that any accounting firm can offer.

You certainly have visited the right page. Bedrock Business Builders offers incorporation services where we do the leg work for you in incorporating your company. The arrangements would depend on the state where you are in. It would be best to schedule a

Time with Joe to learn more about this service and see how we can best help you with this.

You certainly have visited the right page. Bedrock Business Builders offers Grant Writing, Research and Grant Funding. There are plenty of grants available for every kind of business. We can help you determine which suits you best, we can help you with research and even apply for it. It would be best to schedule a Time with Joe to learn more about this service and see how we can best help you with this.

Feel free to email our Support Team for any support questions or assistance. Someone from our team will respond to questions within a reasonable timeframe.

Email our Support Team for any support questions or assistance. Someone from our team will respond to questions within a reasonable timeframe.

Email our Finance Team for any support questions or assistance. Someone from our team will respond to questions within a reasonable timeframe.

Email our Finance Team for any support questions or assistance. Someone from our team will respond to questions within a reasonable timeframe.

All information shared with us is being kept confidential and safe in a secure portal. Bedrock Business Builders doesn’t share, send or exchange essential information via email or any unsecured gateway. We have our own secure portal where our clients get to have their own account with a passcode and another pin for double security purposes.

This secure portal is the only way we share documents.

You may view and update your information through Bedrock Business Builder’s Secure File Pro. Deletion of an account however, may only be done by authorized personnel from the company.

When you update information, we may, however, maintain a copy of the unrevised information in our records. Additionally, if you request we delete your account or information, we may still retain and use your information as necessary to comply with our legal obligations.