FAQs Page
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We’ve answered some of the most common questions our clients ask.
The information provided here is general in nature and may not apply to your specific situation. Please contact us for personalized advice.
We provide a full range of accounting, tax, and consulting services for individuals, businesses, and nonprofit organizations. Services include tax preparation (individual, corporate, partnership, and nonprofit), bookkeeping, financial statements, payroll and sales tax, and QuickBooks consulting.
For nonprofit organizations, we often serve in an advisory role—reviewing financial records, answering accounting questions, and coordinating with outside auditors. We prepare Form 990 and related filings for smaller nonprofits that do not have external auditors.
Directions and a map are available on our Contact Us page.
Please feel free to call us if you need additional assistance.
Yes. We offer both in-person and virtual meetings for your convenience.
We can meet by phone or video, and many of our clients prefer working with us remotely. Documents can be securely shared electronically, making the process efficient and flexible regardless of your location
Yes. Many of our clients are new business owners.
We guide you through the setup process and help coordinate with other professionals such as attorneys, insurance agents, and lenders, so you start your business on a solid foundation.
Yes, we offer an initial consultation to understand your situation and determine how we can help.
During this meeting, we review your current status, answer key questions, and identify any required filings or compliance issues. We recommend bringing your most recent tax returns and any available financial statements.
While many people begin with an attorney, we recommend speaking with us early in the process.
We help you choose the appropriate business structure based on your goals and tax considerations. After setup, we continue to support you with accounting, payroll, tax filings, and ongoing financial guidance.
Both play important roles.
Attorneys handle the legal formation, while accountants advise on tax implications and entity selection. We recommend consulting with an accountant first to ensure you choose the right structure, then working with an attorney to complete the legal documentation.
Accounting software like QuickBooks can be very helpful, but proper setup is critical.
If not set up correctly from the beginning, it can lead to costly errors later. We recommend having a professional assist with setup to ensure accuracy and efficiency. We can help you implement and maintain your system.
We work with a wide range of clients, including professionals, small to mid-sized businesses, retail and service businesses, and nonprofit organizations.
Most of our clients have annual revenues or budgets ranging from approximately $200,000 to $10 million.
If you are selected for a federal or state audit, we will work with you to review the issues, prepare supporting documentation, and communicate with the taxing authorities on your behalf.
In most cases, we represent you directly.
We typically handle communications with the IRS or state agencies under a Power of Attorney. This helps ensure the process is handled efficiently and avoids unnecessary complications.