This is where you will find the most common questions our prospective customers have. Check out the examples below.

Click on the question to reveal the answer.


When should I start tax planning?

Tax planning should be done through-out the year.  At a minimum, you should meet with you CPA at least 30-60 days prior to year-end.


Can you set up my LLC?

Yes, we can help you file all the necessary paperwork required by the state.


How do I know if my company has strong internal controls?

We can help you assess your current controls and guide you and your staff through the appropriate changes.


Can you set up and/or maintain my QuickBooks?

Yes, we have assisted dozens of clients across multiple industries set up and maintain their QuickBooks file. We also provide training.


Do I need an audit or a review or a compilation of my financial statements?

There are many factors involved in making this decision. Not all reports are the same. With a clear understanding of what is needed, we can help you make the correct decision without wasting resources.


I just realized that I must file U.S. income tax returns for prior years. How many years back do I have to file?

You must file a federal income tax return for any tax year in which your gross income is equal to or greater than the personal exemption amount and standard deduction combined.


Does this firm provide year-round service?

We are here for you twelve months a year, not just during tax season. Whether you have a simple tax question, need advice on a business decision, or want clarification on your financial position, feel free to give us a call.


Will I lose control of my business by outsourcing my bookkeeping?

Absolutely not!  You still maintain control of all decisions and all checks are still signed by you.