1. What’s different about your CPA firm?
We are a one stop shop for persons looking for a long-term business relationship. We offer professional tax preparation, payroll, bookkeeping, retirement plans, investment management and legal services. We provide all of the above under one roof. We respond quickly to requests. We provide monthly financial reports.
2. Will you consult on my business operations?
Yes! We consult with small and medium-size businesses. We also help in business controversies with the IRS and with the state comptroller.
3. Can you help me with my Quickbooks?
Yes! We have many quickbooks clients. Some use quickbooks online and others use quickbooks desktop version.
4. I need payroll done soon. Can you help me?
Yes! We provide full payroll services including direct deposit as well as physical checks. We do all the state and federal filings and we respond to any IRS notices. It generally takes about 5 business days to get you started.
5. 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.
6. 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.
7. Can you help me set up an entity like a corporatIon or an LLC?
Yes! We have an attorney in our office so we frequently set up new entities and explain how they work so that you can operate your entity correctly. We can also assist you in hiring employees, with bankers and with the Secretary of State and the State Comptroller.
8. Can you set up a retirement plan?
Yes! We will help you to decide what type of plan fits you best. We can set up and explain all types of retirement plans….401k’s, Simple Plans, Profit Sharing Plans, Cash Balance Plans, IRA’s and others.
9. 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 offer investment management for retirement plan investments as well as for individuals.
10. What about fees?
We offer a free initial consultation which we hope leads to a long-term business relationship. 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. We charge as services are provided. Clients consider our fees reasonable and we have many clients who have been with us for many years.