Frequent Asked Questions

Trust begins with knowing who is responsible for your work. iAccountant is a solo accounting practice based in New York, NY, and led by Suraj Jaswal, an IRS-credentialed Enrolled Agent (EA) with an MS in Accounting, an MBA in Finance, and more than 15 years of accounting and business-operations experience.You work directly with Suraj—not an anonymous call center or an unknown rotating team. Before work begins, the services, responsibilities, expected fees, and method of communication are clearly explained. Financial documents are handled through secure, established platforms whenever possible, and your information is used only to provide the services you authorize.No accountant should expect trust automatically. iAccountant aims to earn it through professional credentials, clear communication, careful work, confidentiality, and dependable follow-through.

iAccountant uses established accounting, tax-preparation, electronic-signature, and document-sharing platforms to handle client information. Access is limited to what is reasonably necessary to provide the services you authorize. Clients should use the designated secure portal rather than ordinary email to send Social Security numbers, photo identification, banking information, or tax documents.Information that must be retained is protected in accordance with applicable requirements. Personal documents that are no longer reasonably needed and are not subject to a legal or professional retention requirement are securely deleted or destroyed under iAccountant’s records-retention procedures.

To help prevent identity theft and unauthorized tax filings, new tax clients are generally required to provide a valid government-issued photo ID and participate in a brief video meeting before a return is prepared or filed. The meeting allows iAccountant to confirm the client’s identity, discuss the engagement, and ensure that the person requesting the service is the taxpayer or an authorized representative.For a jointly filed return, both spouses may be required to complete identity verification and approve the return. Additional authentication may also be required through the secure electronic-signature platform before a return can be filed. Video meetings are not recorded unless the client is informed in advance and expressly agrees.

iAccountant retains personal information and supporting documents only for as long as reasonably necessary to prepare and support the services requested, satisfy professional and legal obligations, address questions about completed work, and comply with applicable record-retention requirements.Certain tax returns, electronic-filing authorizations, engagement records, and other compliance information must be retained for legally required periods. Copies of photo identification and source documents that are no longer needed are securely deleted or destroyed in accordance with iAccountant’s records-retention and disposal procedures. Because some information may be maintained within third-party accounting or tax platforms, deletion is also subject to their retention systems and applicable legal requirements.