Frequently Asked Questions:

Background
Clients

Background

• How long has Carbone & Allison, LLP been in business?

We have roots that date back to the early 1990s, then the name changed to Harrington, Carbone & Allison, LLP in 2008. We are currently know as Carbone & Allison, LLP.

• What is Carbone & Allison’s mission?

Our mission is to provide individuals and small to mid-sized businesses excellent service.

 Clients

• Do I need an appointment?              

For first time clients, we recommend that you call our office to see if we are currently taking new clients. 

If you are a current client and have had any significant changes in your life or business, then we also recommend that you set an appointment so we can discuss those issues prior to getting started on your account.

If you are a returning client, and your information is straightforward, then feel free to drop your information off or send it to us electronically. See “How can I get my documents to you” for further information.

• What do I need to bring in for my appointment?

For individual clients, please bring all of your tax related documents, including, but not limited to:

• Social security numbers and birthdates for everyone on your tax return
• All tax forms (i.e. W-2, 1098, 1099s)
• All income sources
• A summarized list of deductions (donations, property taxes, etc.)
• A copy of your prior year’s tax return

For a complete listing of items to bring, please refer to our “Free Tax Organizer” on our website to ensure you have everything you need for your appointment.

For business clients, please bring all of your tax related documents, including, but not limited to:

• A copy of your accounting file from your software program (i.e. Backup copy of your Quickbooks file)
• For businesses that don’t use an accounting software package, please provide a summarized listing of your income and expenses for the year
• All tax forms (i.e. 1099s, 940, 941s, W-3)
• A copy of your prior year’s business tax return

• How can I get my documents to you?

Once you have collected all of you tax documents for the applicable year you can get the documents to us in the following ways:

• You can upload them to the Client portal or the Securefile link (see Client tab on our website)
• You can drop them by our office (see the Contact tab on our website)
• You can mail the documents to our office address:

Carbone & Allison, LLP

2651 Pearland Parkway, Suite 102
Pearland, Texas 77581

• What hours are you available?

• 8:30am to 5:00pm Monday – Friday in busy season (January-April 15th)
• 8:30am to 5:00pm Monday – Thursday in normal season (April 16th- December)

• How do you bill for your services?

Our fees are calculated based on the amount of time we spend on each project and the level of expertise of our staff. Our fees are $200 per hour for staff time and $400 per hour for CPA time. We will attempt to keep our time to a minimum, and will only preform work that is required and in the best interest of our client. We generally present our invoice at the completion of work on each project, and payment is due upon receipt.

Our prices are competitive with local CPA firms and our goal is to provide a good value for small to mid-sized businesses that are looking for great service.