• Retirement
  • Employee
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10 Common Questions

  1. What’s different about your CPA firm?

We are a one stop shop. You don’t have to go one place for professional tax preparation, another for payroll or bookkeeping, another for legal matters, and another for retirement plans.  We provide all of the above under one roof.  We respond quickly to requests.  We provide monthly financial reports.

  1. Will you consult on my business operations?

Yes!  We consult on startups and mature businesses as well.  We have helped in business controversies. If necessary we form new LLC’s, corporations, partnerships and other entities.

  1. Can you help me with my Quickbooks?

Yes!  We have many quickbooks clients.   Some use quickbooks online and others use quickbooks desktop version.

  1. Do you have experience with IRS audits and sales tax audits?

Yes!   We have many years of tax experience.  We will represent you in IRS audits and sales tax audits.   We will serve as your agent.  The IRS or sales tax auditor will deal directly with us and not have to bother you or interrupt your business operations.   Many times, you do not even see the auditor.

  1. Can you set up a retirement plan?

Yes!  We will help you to decide what type of plan fits you best.  We set up all types of retirement plans…..401k’s, Simple Plans, Profit Sharing Plans, Cash Balance Plans, IRA’s and others.

  1. Can you help me start a new business?

Yes!  We assist startups from the beginning:  Entity formation to hiring employees to assisting with bankers and assisting with the Secretary of State and the State Comptroller.

  1. Can you help me with my personal financial plan as well as business planning?

Yes!   We can help you develop a personal financial plan along with a business plan. We also offer investment management for retirement plan investments as well as for individual investments.

  1. Can you explain entity types and what works best for my business?

Yes!  We can explain to you the difference between LLC’s, Corporations, Partnerships, Proprietorships, and Limited Partnerships.  We will help you choose the right one.  We can set it up if you like.

  1. I need payroll done soon. Can you help me?

Yes!  We provide full service payroll services including direct deposit as well as physical checks.  We do all the state and federal filings and we will respond to any IRS notices.  It generally  takes about 5 business days to get you started.

  1. What about fees?

We charge fees as the services are provided.  We offer a free complimentary consultation.  We believe that our relationship is only as good as our respect for one another. No multiyear contracts to sign. You may come or go as it fits your business needs.  Clients consider our fees reasonable and we have many clients who have been with us for many years.


Complimentary Consultation | We Are Accepting New Clients | Email or Call 210.366.9430