FAQ — Rocket CPA

Question 1

What happens during a 15-minute CPA call?

Accepted Answer

You'll connect directly with a licensed CPA who will focus entirely on your question. Come prepared with your specific issue — whether it's a tax notice, a business structure question, or a compliance concern — and we'll give you clear, actionable guidance. No fluff, no upsells.

Question 2

How do I prepare for my session?

Accepted Answer

Jot down your main question and any relevant numbers or documents beforehand. The more specific you are, the more we can accomplish in 15 minutes. If you have a tax notice or letter, have it handy. You'll receive a calendar invite with a video or phone link after booking.

Question 3

Can I ask about multiple topics in one call?

Accepted Answer

You can, but we recommend focusing on one core question to get the most value. If you have several issues, the Rocket 180° or Rocket 360° plans give you recurring monthly sessions so you can tackle topics one at a time over time.

Question 4

What if I need more than 15 minutes?

Accepted Answer

If your situation is more complex, your CPA will let you know and we can schedule a follow-up session. Subscribers on Rocket 180° and Rocket 360° plans have a monthly session built in, making it easy to continue the conversation.

Question 5

What tax topics can I ask about?

Accepted Answer

Personal income tax, self-employment tax, estimated quarterly payments, deductions and credits, IRS notices and audits, back taxes, tax planning strategies, and year-end tax moves. If you're unsure whether your question qualifies, book a call — we'll make it work.

Question 6

Can you help with small business or freelance taxes?

Accepted Answer

Absolutely. We regularly help sole proprietors, freelancers, LLCs, and S-corps with business deductions, home office rules, vehicle expenses, retirement contributions, and quarterly estimated taxes.

Question 7

Do you handle compliance questions?

Accepted Answer

Yes. We cover federal and state filing requirements, payroll tax basics, sales tax obligations, 1099 reporting, and entity compliance. If you've received a notice from the IRS or a state agency, bring it to your session.

Question 8

Can you review my tax return?

Accepted Answer

We can discuss specific line items, flag potential issues, and explain what you're looking at — all within a 15-minute call. For a full return review, we may recommend a follow-up session or an extended engagement.

Question 9

What's the difference between the three plans?

Accepted Answer

Single Launch ($49) is a one-time session — perfect for a specific question. Rocket 180° ($45/mo for 6 months) gives you a monthly session for half a year, ideal for ongoing guidance through a tax season or business launch. Rocket 360° ($40/mo for 12 months) is our best-value plan for year-round financial clarity.

Question 10

Is there a money-back guarantee?

Accepted Answer

Yes. If you're not satisfied with your session, we'll refund your payment — no questions asked. We stand behind the quality of every call.

Question 11

Can I cancel my subscription?

Accepted Answer

You can cancel your Rocket 180° or Rocket 360° subscription at any time before your next billing date. Sessions already used are non-refundable, but you'll never be charged after cancellation.

Question 12

Do unused sessions roll over?

Accepted Answer

Sessions are monthly and do not roll over. We encourage you to use each session — even if just to check in on your financial picture or ask a quick question.

Question 13

Are your CPAs licensed?

Accepted Answer

Yes. All consultations are conducted by licensed Certified Public Accountants with active credentials. Our lead CPA, Dr. Liad Goren, has over 20 years of experience spanning tax planning and compliance, audit representation, and financial advisory — covering both personal and business clients.

Question 14

Why not just use an AI tax tool?

Accepted Answer

AI tools can give general information, but they can't review your specific situation, ask follow-up questions, or take professional responsibility for their advice. A licensed CPA provides personalized guidance you can act on with confidence.

Question 15

Is my information kept confidential?

Accepted Answer

Absolutely. All sessions are subject to CPA professional confidentiality standards. We do not share your information with third parties.

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