We provide tax preparation, bookkeeping, payroll services, financial consulting, and business advisory services.
How do I schedule an appointment?
You can schedule an appointment by calling us, emailing, or using the “Set Up an Appointment” button throughout the website…and we will reach out to you shortly.
Do you work with individuals or businesses?
We serve both individual clients and businesses, offering customized services for your specific needs.
Do you work with Non-Profits?
As members of a number of non-profits in the communities we work and live in, we offer discounted tax services to the non-profit community.
How much do your services cost?
Pricing varies depending on the type and complexity of services required. Contact us for a personalized quote.
Tax Services
Do you offer e-filing services?
Yes, we provide secure e-filing services for faster and more efficient tax submission.
Can you help me if I’ve received a letter from the IRS?
Absolutely. We assist clients with IRS notices, audits, and resolving tax-related issues.
What documents do I need to bring for tax preparation?
You’ll need identification (like a driver’s license), income documents (W-2s, 1099s), and any relevant expense records. We’ll provide a checklist to ensure you’re fully prepared.
Can you help me with back taxes or unfiled returns?
Yes, we specialize in helping clients catch up on back taxes and submit unfiled returns.
Do you offer tax planning to reduce my taxes for next year?
Yes, we provide tax planning strategies to optimize deductions and minimize future tax liabilities.
Accounting & Bookkeeping
What is the difference between bookkeeping and accounting?
Bookkeeping focuses on recording daily financial transactions, while accounting involves analyzing financial data and preparing reports.
How often will you update my books?
We offer flexible bookkeeping services, ranging from weekly to monthly updates, based on your business needs.
Can I switch to your accounting service in the middle of the year?
Yes, we can seamlessly transition your financial records to our system at any point during the year.
IDo you provide payroll services?
Yes, we handle payroll processing, tax withholdings, and compliance for businesses of all sizes.
Do you work with cloud-based accounting software?
Yes, we support platforms like QuickBooks, Xero, and other cloud-based systems for real-time collaboration.
Business Services
Can you help me set up a new business?
Yes, we assist with business formation, including entity selection (LLC, S-Corp, etc.), registration, and compliance.
Do you offer financial forecasting and budgeting?
Yes, we provide financial forecasts and budgets to help businesses plan for the future.
How do you help businesses with tax compliance?
We ensure that your business meets federal, state, and local tax obligations, filing all necessary returns on time.
Do you offer audits or reviews of financial statements?
Yes, we provide both internal audits and financial reviews to ensure your records are accurate and compliant.
Can you help with business loan applications?
Yes, we assist with financial documentation and projections to strengthen your loan applications.
Miscellaneous
Is my information kept confidential?
Yes, we prioritize client confidentiality and follow strict privacy policies to protect your information.
How do I know if I need an accountant?
In today’s complex tax regulations and laws we are a firm believer of having a professional assist with your tax and accounting needs. The stakes are too high to risk it, on do-it-yourself software, or pop-up seasonal locations.
Can you work with my existing CPA or financial advisor?
Yes, we’re happy to collaborate with other professionals to ensure your financial interests are well-coordinated.
What happens if I miss a tax deadline?
We can help you file as soon as possible to reduce penalties and interest, and we may explore penalty abatement options where applicable.