FAQ

We work with businesses large and small—and no business is too small for us. Whether you’re an entrepreneur flying solo out of a home office, managing a small condo association, or leading a decades-old firm, we have the expertise to optimize your cash flow so your business stays profitable. Learn more about our team on our About Us page.

It’s never too early to engage with a CPA firm. We can help you through the startup process and track your initial purchases. Our clients have found that it’s easier and cheaper to hire an advisor from the start, rather than clean up messes months and years into the future.

Yes. We want you to feel confident that you’re hiring the right firm for your needs before you spend a penny. Contact us to set up a consultation, and we’ll work together to see if our firm and services are a good fit for your business.

We’re on it. You can see our latest guidance on our blog. If you have questions that aren’t addressed there, don’t hesitate to contact us.

We ask that payments be made when invoiced. Some work may be billed on a retainer (down payment), but the remainder is either progress-billed or billed up on completion. Other terms need to be requested in advance. For more information, please read our Billing Policy page.

We process returns on a “first in, first out” basis. Depending on the complexity of your business, some tax returns can be completed in a day or two and others could take multiple weeks or more. If you have a deadline or timeframe in mind, let us know and we will work to get your return completed on your time schedule. And we’ll always talk you through your return, and suggest ways to reduce your tax burden the next time around.

It’s very common to receive mailed notifications from the IRS requesting more information or notifying you of changes. We recognize that time is of the essence when it comes to such notices, so let our office know immediately. We can help you decide if you want to respond yourself or have us respond on your behalf.