Frequently Asked Questions

When should I contact an accountant?

How can I know which accountant is right for me?

What are my options for raising money?

As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.

What are my options for raising money?

How can I know which accountant is right for me?

What are my options for raising money?

Get some impartial advice from an accountant before you consult the bank. A bank will want to see a strong business plan and organized records. Let us help you get ready for your business's next step!

How can I know which accountant is right for me?

Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"

I live in another state but want to use your services. Is this possible?

Definitely! We have both individual & business clients nationwide. Our Enrolled Agents are licensed by the IRS with unlimited practice rights in every state.

How do I get my information to you?

I live in another state but want to use your services. Is this possible?

If you're not a local client or if its more convenient for you, you can e-mail. mail (USPS, UPS, or fedex), fax, or transfer information electronically, to us.
If you're a business customer, you can also set up a user ID directly on your banking system for us, to take the hassle away of sending us your statements every month.

I have a special tax/business/etc. situation. Can you help?

I live in another state but want to use your services. Is this possible?

I have a special tax/business/etc. situation. Can you help?

We can most definitely help. Our staff includes specialists in various areas of taxation, above their level of expert "general" knowledge in accounting, taxation, and various business and personal financial transactions.

We routinely deal with a wide array of diverse & complex tax transactions, & have extensive knowledge with the Internal Revenue Code.