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frequently asked questions

You probably have some questions.

Moravia makes it easy.

for individuals + small businesses

Professional Tax Services

How much will my tax returns cost?
If you're looking for personal tax returns, we provide different pricing packages based on your unique tax situation. Head over to our individual services page to view the pricing packages.

For small businesses and nonprofit organizations, all tax return packages are custom-quoted. You can get an instant quote online to know what the cost will be up-front.
How do I send you my tax documents?
We use a state-of-the-art secure client portal to share information. We will communicate with you in this online portal, and you will also be able to upload your tax documents here.

The secure portal also includes an instant messaging system that allows you to communicate with your tax advisor in real-time.

You can even use our secure portal on your mobile device - scroll down on this page for links to download on Apple and Android devices.
What happens after I upload my tax documents?
Once all your tax documents are uploaded, your tax advisor will get to work preparing your tax returns. We strive to have your tax returns ready for your review within 10 business days after we receive ALL documents. At most times of the year, our turnaround time is shorter than 10 business days.

However, your tax advisor may ask clarifying questions before he/she is able to finalize your tax returns, so the speed of preparation directly depends on the speed of your responses back to your tax advisor as well.
How do I know what documents I need for my taxes?
Our secure portal is designed to take you through a step-by-step process that gathers each piece of information and documentation we need to prepare accurate tax returns on your behalf. We will take it one step at a time!

At a bare minimum, all tax returns will always require your full name, mailing address, taxpayer identification number (SSN), telephone number, email address, date of birth, copy of a valid photo ID, and any income documents you've received.
If Moravia doesn't do the books for my business, can I still get my taxes done here?
Absolutely! We'll generally want to take a look at the year's books to make sure they meet our standards, but many of our tax clients don't necessarily have their business bookkeeping with Moravia just yet.
What if I lost some of my tax documents?
An inherent limitation in the tax preparation process is that any tax professional is only aware of the information you provide.

Unfortunately, even tax professionals do not have a method of obtaining lost information on your behalf. If you've lost a W-2 form, we recommend getting in contact with the employer that issued the W-2 to request a reprint.

Another option is to use the IRS' online Get Transcript tool to obtain wage & income transcripts that list Federal tax information from all income documents the IRS received copies of. However, please be aware these wage & income tax transcripts from the IRS do not include state or local tax information, so there will still be missing information that remains even after obtaining IRS transcripts.
Can Moravia file multiple years' worth of tax returns?
Absolutely! The pricing reflected on our individual services page only reflects one year of filings, but simply contact us to get a custom quote for multiple years of filings.
What types of tax situations can Moravia Advisors handle?
Moravia Advisors can handle anything from a simple W-2 with the standard deduction to very complicated tax situations.

Whether you earn income in multiple states, are self-employed, or are someone with lots of different investments, rest assured our licensed, US-based tax experts can handle your situation. Our goal is to make things easy for you no matter how complicated your tax situation is.
How do state + local tax returns work at Moravia?
One state and one local tax return are included in all of our tax return packages here at Moravia - whether you are an individual taxpayer, a business, or a nonprofit organization.

We also help many clients that have multi-state filing obligations, such as when you work in one state and live in a different state. If you need to file in more than one state or locality, just contact us for a custom quote.

for small businesses

Accounting Services

How does pricing for bookkeeping + payroll services work?
Our bookkeeping services are based on a monthly subscription model with an annual commitment. We feature transparent pricing that scales with your expense rate and your business needs such as connected institutions, bills, and invoices. Get a custom quote online now. Pricing starts at $295/month.

Our payroll services are based on a monthly subscription model with a fixed fee piece and a per employee piece. We feature transparent pricing on these services as well that scales with your number of employees. Pricing starts at $89/month.
With a one-year minimum commitment, is my pricing locked in for one year as well?
No, simply because your business may grow rapidly over that year's time. If this happens, your books will grow in complexity as well. If your expenses and other support needs change and exceed the amount we've quoted you, you'll be notified that our pricing is increasing starting in the following month.
What do I need to know to start bookkeeping + payroll services with Moravia?
We have three requirements that allow us to deliver the most accurate bookkeeping and accounting services:

1) Electronic transaction access from your bank (most banks have this)
2) Expense reporting software (we get you set up on Quickbooks Online)
3) No commingling of personal expenses in your business - this is a big one!

For our payroll services, we ask only that all employees was/will be legally hired in accordance with federal, state, and local laws and regulations.
Is there support included? Can I ask questions?
Absolutely! Support and questions are included in your plan, and actively encouraged. Bookkeeping and payroll are services that are very much a two-way street when it comes to communication, so we expect to develop communication with you on a regular basis. Your finance expert is happy to answer any questions you may have, and we strive to answer inquiries from clients in one business day or less.
Will you send invoices to my customers and help pay my bills? (AP/AR Services)
Yes, we're happy to provide this support - but it is an additional service above and beyond our normal bookkeeping packages. Contact us for more details.
Do you provide bookkeeping + payroll software?
Yes, we use industry-standard bookkeeping and payroll software that you will gain a subscription to as part of our services.

For bookkeeping, we prefer Quickbooks Online as all bookkeepers in our firm are Quickbooks ProAdvisors - meaning they are experts in everything to do with Quickbooks!

For payroll, we use either Gusto, Patriot, or OnPay depending on what makes the most sense for your business. Gusto is our most commonly used, but the others may make sense for smaller businesses or those businesses who are running owner-only payroll.
Why use Quickbooks Online?
We do all our bookkeeping in Quickbooks Online because it offers a number of advantages to our clients:

Seamless tax preparation - virtually every tax preparer in the US knows how to work with Quickbooks Online, so if you don't want Moravia Advisors to do your taxes in-house, you'll have the freedom to choose any tax preparer you want.

Industry standard - in addition to tax preparers, most other financial professionals like attorneys, bankers, and venture capitalists, all know how to work with Quickbooks.

Data Portability - using Quickbooks Online means you're not locked in. If you ever decide to move on from Moravia Advisors, your data and your Quickbooks Online subscription go with you.
Can I migrate from another accounting system to Quickbooks Online, and will Moravia help with that?
Yes, we have done this for a number of clients coming from:

Quickbooks Desktop
Wave Accounting
Zoho Books
...and more!
What types of companies do you serve?
We have many clients, ranging in size from small to medium-sized businesses, spanning many industries. We specialize in working with service-based small businesses, ecommerce providers, nonprofit organizations, and more.

However, we do not support foreign entities at this time - your company must be based in and registered in the United States.
What's your cancellation policy on bookkeeping + payroll services?
Your subscription will continue for at least one year, billed on a monthly basis. This is our minimum commitment.

If you decide not to renew after the first year is over, you can let us know in advance and we'll stop billing you before the second year begins.

All bookkeeping and payroll access will be fully turned over to the business owner(s) at this point, and any future obligations, tax filings, payroll cycles, etc. will no longer be the responsibility of Moravia Advisors.
Does Moravia handle W-2 and 1099 forms?
We sure do! If you have payroll services with us, that includes preparation, filing, and mailing of W-2 forms.

If you have bookkeeping services with us, that includes preparation, filing, and mailing of 1099 forms to vendors and independent contractors.

We can also provide 1099 services even if your books aren't done by Moravia - we would just need some extra information from you to ensure everything is up to Moravia's standards.
Does Moravia handle sales and use tax filings?
Sales and use tax filings are on a case-by-case basis, dependent upon our advisors' experience in your state(s) and whether your business performs services or sells goods in multiple states. While we want to help each and every one of our clients with their sales and use tax filings, our clients performing services or selling goods in many of the 50 states would benefit more from an automated sales tax monitoring and remittance system. We recommend TaxJar and Avalara to our clients who perform business in many states.

for new businesses ideas

Business Formation Services

How much does it cost to form an LLC or corporation?
Fees associated with Corporation or LLC formation will vary from state to state, but Moravia's new business formation pricing starts at $495.

Pricing also depends on which package and options you choose. Contact us for a custom quote in the state you'd like your new business formed in.
What is a Limited Liability Company (LLC)?
A Limited Liability Company, or LLC, can be best described as a hybrid between a corporation and a partnership. It provides easy “pass-through” taxation like a Sole Proprietorship/Partnership, with the liability protection of a corporation.
How is an LLC organized and managed?
An LLC is organized with members who own the business and managers who handle daily operations. Any LLC can be managed by either its members or by Managers. An LLC may even be owned by another LLC.

The most common type of LLC is a Member-Managed LLC. The company is managed like a partnership or sole proprietorship in a corporation. Each Member is involved in daily operations. Members may be assigned titles, such as “President” or “Treasurer”, but it’s not necessary. Most LLC owners just refer to themselves as “Managing Member” or simply “Member”.

In a Manager-Managed LLC, the company designates a Manager or Managers who may or may not be Members. They run the daily operations of the company. The other Members may or may not be involved in the daily activities. They simply provide money or assets for the managers to operate the company. This is fairly rare for small businesses.
How long does it take to form an LLC or corporation?
We process most orders in just a few business days once we receive your initial formation questionnaire back completed.

However, how long the state will take to process the paperwork once they receive it varies widely depending on the state (and the season). Some states take 3 days, others take 3-4 weeks or longer. Upon ordering our new business formation services, we will provide an estimated time to process an order in your selected state.

Also, we offer expedited services that can speed up the process. The expedite fees vary from state to state.
Can I form an LLC or corporation in one state but be based in another?
Yes, there are many reasons a company would form an LLC or corporation in a state outside where they conduct business. Some of those reasons are related to taxation and ownership transparency. Your LLC or corporation would have to be Foreign Qualified in the state of formation, and we can do that for you.
How does my business become an S-Corporation?
By default, all Corporations (regardless of which state they were formed in) are known as “C-Corporations“. So, if you have not specifically filed a form to elect to become an S-Corporation, then your company is still a C-Corporation.

By submitting a Form 2553 the IRS and adopting the appropriate corporate resolution, you can become an S-Corporation. If you utilize our S-Corporation Election service, we can prepare the resolution and the form for you and send it to the IRS (they only take submissions via mail or fax at this time). The IRS then confirms via mail within a few months.

Note that some states like California and New Jersey also require their own state version of the S-Corporation Election.

About our firm

Questions About Moravia Advisors

What makes Moravia Advisors different?
Traditional tax and accounting firms focus only on historical work - they simply report what has already happened in the past. We also handle your historic filings and needs, but we focus our work on helping you achieve better results in the future - and because of this, we can help our clients pay the least amount of tax possible and make more progress toward their goals.
Where are you located?
Anywhere your computer goes! We are a completely virtual tax and accounting firm with clients all across the country. We currently have advisors in Pennsylvania and North Carolina.
Do you have an office? Can I have an in-person appointment?
We are a virtual tax and accounting firm that does not hold in-person appointments. We do not have physical office space, either. Instead, our advisors work out of their homes.

Rest assured, you can expect the same level of service (if not better!) than any in-person tax and accounting professional. We communicate thoroughly throughout the entire process using an easy-to-navigate secure portal that even has a mobile app.
How do you pronounce MORAVIA and what does it mean?
Moravia is pronounced "more-eh-vee-uh" - it is a derivative from Moravian - a religion founded in the 1700s.

We coined the name as an homage to our start in Bethlehem, Pennsylvania, where one of the oldest Moravian churches stands on Main Street. Our first office was also on Moravia Street!
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Client profile
"Moravia's professionals are incredibly informed and punctual. They are an asset to any company."
- Ali, small business owner from PA
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