Frequently Asked Questions

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.

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

Yes, we can help you file all the necessary paperwork required by the state.
We can help you assess your current controls and guide you and your staff through the appropriate changes.
Yes, we have assisted dozens of clients across multiple industries set up and maintain their QuickBooks file. We also provide training.
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.
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.
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.
Absolutely not! You still maintain control of all decisions and all checks are still signed by you.