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Frequently Asked Questions


Are my documents safe online?

Circle CPA is proud to partner with to safely share documents online. Box adheres to the highest industry standards for security so you can share, access, and manage your content with confidence. All files uploaded to Box are encrypted at rest using 256-bit AES encryption. For files in transit, TLS 1.1 or TLS 1.2 encryption is used. Content is stored in secure data centers on enterprise-grade servers that undergo regular audits and are monitored 24/7. Files are backed up daily to additional facilities. Box is also SAS70 Type II and Safe Harbor certified.


Is a "Pay What You Want" model too good to be true?

No. Due to the annual nature of taxes, we’ve found that our clients compensate us well so that we may continue to provide them with excellent service year after year. Ultimately we make or save our clients way more money than they pay us, and all it takes is one year of CPA service to understand that value. Welcome to the future of taxes.


Are there any hidden fees?



What happens if I get audited?

We'll handle it for returns we've completed, and like our normal service, you'll pay us whatever price you want.

Do you prepare large business, estates, nonprofit, or trust returns?

Not at this time, although this may change in the future, with nonprofits likely in the near future.


Are you humans or robots?

No T-1000s here, although we do use the latest tax software to your advantage.


Do you complete amended returns?



What small business returns do you prepare?

We prepare 1065 and 1120-S returns that have the following characteristics: under $250,000 in revenue and $250,000 in assets (S-corporations), and under $250,000 in revenue and $1,000,000 in assets (LLCs/partnerships).