Frequently Asked Questions
How do I get started?
Take a look around our website to find what we are all about. If you feel that our services could benefit you, contact us and set up a consultation.
How long should I keep my tax records for?
What are the differences between an accountant, a CPA and a bookkeeper?
Bookkeepers, accountants and CPAs are all essential members of many organizations' financial teams. They perform various tasks related to a business's finances, helping them track important financial data and prepare reports. Understanding the differences between these positions may help you decide which is the right fit for your skills, experience, abilities and interests.
What are your service fees?
The IRS recommends taxpayers their returns and any supporting documentation for three years after the filing date; after that, the statute of limitations for an IRS audit expires. If you've under-reported income by 25 percent, however, the IRS can go six years back, or seven if you claim a loss for a bad debt or worthless securities.
Will my financial information be kept secure?
Yes, we use the most efficient and up to date software that keeps your personal information private and secure.
Fees vary by service. Tax prep fees are form based and typically start at $200.