FAQs
- What types of customers have you worked with?
We are professionally committed to the goal of financial well-being for our clients. The foundational step for the attainment of this goal involves proper planning whether it is for the individual or an organization. Additionally, any organization (profit or nonprofit) should establish a business plan and come to an understanding of what are its inherent goals, objectives, and limitations. We can then create client services with these goals as our stepping stones. Some of the common services we provide are tax planning and preparation, business consulting and advising, and financial planning and reporting.
- What advice would you give a customer looking to hire a provider in your area of work?
The background and credentialing of a financial service provider is important. As certified public accountants, we are subject to stringent credentialing and continuing education requirements, which enables the CPA to keep ahead of the curve in terms of staying up-to-date on current tax law and financial trends. Additionally, look for a financial service provider that is knowledgeable about your industry or your line of business. You can find that out by simply asking the question. Unlike enrolled agents, or registered tax preparers whose focus is tax preparation and tax law, CPAs are knowledgeable about and typically offer a broad range of accounting services.