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FREQUENTLY ASKED QUESTIONS

FAQs

Here is a list of some of our most commonly asked questions, and their answers. Please feel free to reach out if you still have questions, we would be happy to chat with you! 

General Services

  • WHAT SERVICES DOES YOUR ACCOUNTING FIRM OFFER? We offer a range of accounting services including bookkeeping, tax preparation, financial statement preparation, payroll services, business consulting, and audit services.

  • DO YOU OFFER TAX PLANNING AND PREPARATION SERVICES? Yes, we provide comprehensive tax planning and preparation for individuals, businesses, and nonprofit organizations.

  • CAN YOU HELP WITH IRS AUDITS? Absolutely. We assist clients with IRS audit representation, ensuring that all necessary documents and filings are in order.

Business Services

  • DO YOU WORK WITH SMALL BUSINESSES? Yes, we specialize in supporting small and medium-sized businesses with accounting, tax preparation, payroll, and financial consulting services.

  • CAN YOU ASSIST WITH FINANCIAL FORECASTING AND BUDGETING? Yes, we help businesses with financial planning, budgeting, and cash flow forecasting to ensure long-term financial health.

  • WHAT KIND OF SOFTWARE DO YOU USE FOR ACCOUNTING? We use leading accounting software such as QuickBooks to manage our clients' financial records.

Bookkeeping & Payroll

  • HOW DO YOU HANDLE BOOKKEEPING? We offer both on-site and remote bookkeeping services, ensuring your records are accurate and up to date.

  • CAN YOU MANAGE OUR COMPANY'S PAYROLL? Yes, we provide comprehensive payroll services, including payroll processing, tax withholding, and year-end reporting.

  • HOW OFTEN WILL I RECEIVE FINANCIAL REPORTS? We provide regular financial reports as per your business needs, whether on a monthly, quarterly, or annual basis.

Individual Services

  • DO YOU PROVIDE PERSONAL FINANCIAL ADVICE?  Yes, in addition to business services, we assist individuals with tax planning, retirement planning, and general financial guidance.

Pricing & Fees

  • HOW DO YOU CHARGE FOR YOUR SERVICES? Our fees are typically based on the scope and complexity of the work required. We offer competitive pricing and will provide an estimate after an initial consultation.

  • ARE YOUR CONSULTATIONS FREE? We offer a free initial consultation to assess your needs and determine how we can help you.

Client Relationships

  • HOW OFTEN WILL WE MEET TO DISCUSS MY FINANCES? This depends on your preferences and needs. Some clients prefer quarterly meetings, while others may need more frequent communication.

  • HOW CAN I CONTACT YOU IF I HAVE QUESTIONS? We are available via phone, email, or through our client portal for any questions or concerns.

  • WHAT MAKES YOUR ACCOUNTING FIRM DIFFERENT FROM OTHERS? Our firm prides itself on personalized service, attention to detail, and proactive financial strategies tailored to each client’s unique needs.

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