Frequently Asked Questions

Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"

As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.  

Get some impartial advice from an accountant before you consult the bank. A bank will want to see a strong business plan and organized records. Let us help you get ready for your business's next step!  

Bring all your documents when visiting any tax professional. This would include tax documents, birth certificates, social security cards, insurance information, etc.. By doing this, it gives your tax professional a better idea of the numbers that need to be worked with and gives you a more precise estimate.

Yes, you can email us or call us if you do not want to come into our office. We can still meet our clients as long as an appointment has been made. However we are fully capable to do returns electronically.

We continue to sanitize the office at every two hours in order to slow the spread. Offices are having a max capacity of 3 clients in the office and clients as well as employees are to wear masks. In addition, all precautions have been taken so that things are done touchless.

If you had filed a 2018 or 2019 tax return, it will be directly deposited in your account. Should you not have an account, the IRS will mail a check out. Should you need to file, we are here to help.

Yes. We have envelopes ready for any client who wishes to drop off their documents. Once completed, a representative will contact you via phone and email to go over the return with you and complete everything needed.