The most important thing to understand is that paying a couple of hundred dollars more for a true professional can save you thousands of dollars in taxes. A certified public accountant heavily experienced in taxation will be able to provide far more value than an enrolled agent or other tax preparer with no certification. Our services are bundled into a fixed monthly fee. On our initial phone call, we will walk through a list of questions and we will provide a fee and an engagement letter based on those questions during the call.

We start by establishing the relationship with a simple consultation to learn more about you and/or your business' financial situation and understand the best ways we can help you. For accounting and bookkeeping, we start by getting your books up-to-date using information from your bank statements. On a monthly basis thereafter, we reconcile your bank accounts with your payables and receivables. We then provide month-end reports that are specific to your industry and reflect the information that you need most. Any suggested adjustments to the accounting process will be discussed and explained before they are implemented. For tax preparation and planning, we review prior-year documents and promptly let you know if additional information is needed. Once the returns are completed, we will send them to you with the e-file signature pages via the secure portal or mobile app for you to review and ask any questions. Once you are satisfied, we will e-file the federal and state tax returns and confirm with you once they have been accepted by the IRS and state authorities.

Does this firm care in a way that their own success is predicated on the success of me and my business? Will this firm provide forward-looking tax and accounting advice that will save me money in the future? Are the people in this firm people that I will enjoy being around and talking to?