Frequently Asked Questions

At PBG Advisors, we strive to provide clarity and transparency in everything we do. We understand that you may have questions, and we’re here to help. Below, you’ll find answers to some of the most common questions we receive.

We recognize that tax season can be a stressful time for many. Our goal is to make this period as easy and stress-free as possible for you. You can also find additional help under Client Resources, where you can find videos, tips, and news. If you can’t find the information you’re looking for, please don’t hesitate to contact us directly.

frequently asked questions
Do I need to fill out my tax organizer?
What if I can't pay the tax I owe?
What happened to the files I uploaded to my SmartVault? I don't see them in my Client Uploads folder anymore.
How can I help keep my tax return preparation bill down?
My tax return is finished – now what do I need to do?
I paid a deposit for my tax return preparation, but it doesn’t show on my emailed invoice.
How do I get back the tax documents that I dropped off at your office?
How do I access my tax return in SmartVault?
What documents do I need to send you for my individual tax return preparation?
How do I upload files to SmartVault?
How do I convert my files to PDF?

DISCLAIMER: Any accounting, business or tax advice contained on this website, including attachments, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, we would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.

Palmer, Brady & Galloway PLLC a professional limited liability company dba PBG Advisors.