FAQs
- What education and/or training do you have that relates to your work?
I am required to take a minimum of 40 hours of continuing education every year to maintain my CPA license.
- What types of customers have you worked with?
Full service accounting and tax preparation. We also offer online payroll and bookkeeping services for small to medium size businesses. Choice of entity and incorporation including tax planning for you and your business.
- What advice would you give a customer looking to hire a provider in your area of work?
-Any time you have an unusual transaction such as buying/selling real estate, exercising stock options, receiving an inheritance, rental or royalty income. It may be you only go to the tax professional the one year you have the new issue, but you should get some guidance at least that one year. DIY tax software is designed to handle the 80%, any out of the ordinary issue will likely either not be in the software or not be able to consider all the options you have and questions you should ask. -If you own a business, Schedule C, partnership, S or C Corporation, you should have your taxes done by a professional. It is not a matter of just doing the tax return when you own a business. There are inevitably questions that come up during the year and you need to have a relationship with someone who knows your business and can offer advice when you have questions. In addition, I don't know many business owners that accounting is the area where they add real value to the business. If the business owner is doing accounting and taxes, there are probably other things being left undone. -If you are totally uncomfortable with taxes, numbers or software. I have some clients that honestly have very simple returns, but their personality is such that when you mention numbers and the IRS it really stresses them out. It is worth their piece of mind and time to have someone do their taxes for them.