Question 1

What sets Apollo Tax Consulting apart from other tax preparers?

Accepted Answer

Apollo is built around three principles: unified strategy, proactive planning, and measurable value. I sync your business and personal tax worlds into one optimized ecosystem, identify opportunities 12–18 months ahead, and measure success through Measurable Tax Benefits—the quantifiable difference between reactive filing and strategic planning. You work directly with me, not junior staff, ensuring consistent expert attention.

Question 2

What is Measurable Tax Benefit and how does it apply to me?

Accepted Answer

Measurable Tax Benefit is the quantifiable difference between what you'd owe under a reactive, compliance-only approach and what you actually pay through proactive strategy. It accounts for entity optimization, deduction engineering, retirement timing, and multi-year planning. During our quarterly reviews, I track your Tax Benefits so you can see the concrete value of forward-looking tax strategy.

Question 3

What's the difference between a CPA and other tax preparers?

Accepted Answer

A CPA (Certified Public Accountant) holds a state-issued license requiring extensive education, a rigorous exam, and ongoing professional development. Unlike seasonal preparers, CPAs can represent you before the IRS in audits, appeals, and collections. I'm held to strict ethical standards and carry professional liability insurance.

Question 4

How does your remote-first service model work?

Accepted Answer

All services are delivered securely online through your encrypted Client Portal. You upload documents, sign forms electronically, and communicate directly with me from anywhere. This eliminates commute time and scheduling friction while maintaining bank-level security. Most clients find remote service more convenient and faster than in-person meetings.

Question 5

What should I expect during the onboarding process?

Accepted Answer

After your initial strategy session, you'll receive secure access to the Client Portal where you'll complete a brief intake questionnaire and upload your documents. I'll review everything, identify opportunities and potential risks, and schedule a strategy call to map out your plan. From document upload to filed return typically takes 1–2 weeks depending on complexity.

Question 6

What types of clients do you typically work with?

Accepted Answer

I specialize in small business owners, self-employed professionals, and high-income individuals who want more than basic compliance. Ideal clients value proactive tax strategy, unified business-personal planning, and a long-term relationship with their CPA—someone who understands their full financial picture and plans ahead.

Question 7

How do you keep my financial information secure?

Accepted Answer

Your data is protected through the TaxDome-powered Client Portal with bank-level 256-bit encryption, two-factor authentication, and SOC 2 compliance. Documents are transmitted over secure channels, and access is strictly controlled. I never send sensitive information via regular email.

Question 8

What if I receive an IRS notice or get audited?

Accepted Answer

As your CPA, I can represent you directly before the IRS—you don't need to speak with them yourself. My federal tax experience means I understand their processes and can often resolve issues efficiently. Resolution and representation services are available to all clients, whether you need correspondence management, audit representation, or compliance solutions.

Question 9

How do I get started?

Accepted Answer

Secure a complimentary strategy session through the website. I'll review your situation, identify where proactive planning can create the most value, and determine if we're a good fit. There's no obligation, and you'll leave with actionable insights regardless of whether we work together.

Question 10

What areas do you serve?

Accepted Answer

Apollo Tax Consulting is based in Austin, Texas, and serves clients throughout the Greater Austin Area and across Texas. As a federally authorized CPA, I can work with clients nationwide through our secure remote-first service model. Whether you're local or across the country, you'll receive the same direct expert access and proactive tax strategy.

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