Frequently Asked Questions​

We can tell you everything about Taxes and More.

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What are your professional credentials?

All of our staff members have received their Bachelor’s degree or Master’s degree in accounting.

What accounting software do you guys use?

We use QuickBooks Online, QuickBooks Desktop and Xero.

What is the best way to separate business and personal finances?

We recommend having two separate bank accounts one for your personal finance and the other for your business. This will ensure proper reporting and avoid confusion of assets.

Some cool tips you should know

Yes, we keep track of the amount of sales tax you collect and file the report when due.

If you receive an IRS letter soliciting information or anything, bring us the letter to take a look at it. We will then be able to provide you guidance and help you decide if you would like to address the notice or have us address the notice.

We collect our setup fee when the contract is signed, and collect bookkeeping fees on an automatic recurring system at the beginning of each month.

Yes, tax laws are always changing, so we keep up to date with them by reading journals, newsletters and by taking continuing education courses as required by our firm.

Yes, we keep a copy of your tax return and documents used to prepare it for up to three years. We recommend you keeping a copy of your tax return and original documents for the same time period.

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Do you outsource any of your services?

No, all the tax returns and bookkeeping are done in our office by our team members. If you need additional service we can recommend someone with that specialty.