Where large sums of money are concerned,
it is advisable to trust nobody.

frequently asked questions

WHAT DO CPAS DO?

CPAs are trusted professionals offering high-level analysis and long-view recommendations encompassing every detail of a financial picture.

THINGS TO CONSIDER BEFORE I TALK TO YOU ABOUT BEING MY CPA?

We have vast experience across a broad range of industries. It may seem daunting to stay current with all the new laws, limitations and regulations, but we are here to help. We have proactively developed a full-service team to address industry-specific and organizational challenges. We have the experience to communicate clear expectations with our clients and we work hard behind the scenes to deliver clean, quality results. We are focused on the best advice for every situation, presented in a timely and simple way that solves or avoids problems for our clients and other stakeholders. 

MUST I FILE A JOINT RETURN IF I’M MARRIED?

Just because you’re married doesn’t mean you have to file a joint return. This is a common misconception along with thinking that “married filing separately” applies to couples who are separated or seeking a divorce. As a married couple, you have two choices: file a joint return or file separate returns. Naturally, there are benefits and detriments to each and your tax advisor can chart the best course of action for you.

SHOULD I CONSULT WITH A CPA IF I AM STARTING A NEW BUSINESS?

It is important to contact a CPA before forming and starting a new business.

WHAT STEPS SHOULD I TAKE IF I GET INTO FINANCIAL TROUBLE?

If you fall behind in paying your creditors, or an error is made on your accounts, you may be contacted by a “debt collector.” The Fair Debt Collection Practices Act prohibits certain practices by debt collectors.

WHAT DO YOU CHARGE FOR FIRST TIME CLIENT?

We will provide complimentary consultation for new clients. You must make an appointment at least 1 day prior to the meeting.

DOWNLOAD FORMS

FORM 1040

FORM W-9

FORM 1040EZ

FORM 4506-T

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