What are your hours and are you a seasonal company?

We are open from about 9am to 5pm five days a week. During Tax season the hours are extended.

What services do you provide?

We prepare all tax returns including individual, corporation, LLC and LLP, non-profit, estate and trust, partnership, payroll, sales tax, property tax, and other taxes. We offer bookkeeping, financial statements, accounts payable processing.

How do I get to your office?

Directions to our office along with a map are located on our "Contact Us" page. Feel free to call for more detailed instructions if necessary.

I would like to know the value of my business. How can I determine this?

We are affiliated with Avian Inc., a business valuation and consulting company who can assist you in this process. There are many reasons that business owners need to know the value of their interests. These include the purchase or sale of the business, buy-sell arrangements, succession planning, shareholder disputes, marital dissolution, estate and gift tax planning, to name a few of the most common. The professionals at Avian, Inc. are credentialed, experienced and ready to assist you.

I currently use an outside payroll service, and, frankly, have not been pleased for various reasons. What alternatives do I have?

We now have access to a very good payroll alternative that you can access and use right here on our web page. This is a reasonably priced alternative, competitive with the nationally known services, and offers you the flexibility of running your own payrolls on YOUR schedule. Direct deposit, ACH tax payments and easy import to your QuickBooks or other accounting software are features of this very good software. Call us for a demonstration!

It seems like everyone and his brother (except me!) has a retirement plan! Can you explain the various plans available?

A good retirement plan can be an essential weapon in your arsenal for accumulating wealth. I will go out on a limb...Every business owner with taxable income from some source (whether from the business or not) should have a retirement plan to help defer taxes and to accumulate savings tax free! We can help design the PERFECT plan for your business and your circumstances. Give us a call so that we can discuss this!

Do I need to visit your office to have my taxes prepared?

It is not necessary to visit our office. Many clients utilize the mail or express services to send their information to us. For new clients, we encourage a meeting so that we can discuss your unique tax situation. We have also integrated a client portal in the website. This allows you to send us your source documents (W-2's, 1099's, etc.) directly to your preparer. The preparer will get an email that they have a file uploaded, and you will have a storage place for both your documents and your return.

Do you work with Start-up Companies?

Yes! Many of our clients are just starting in business. We will lead you through the necessary governmental forms. Through our networking, we can also assist in finding you other necessary professionals to deal with (lawyers, insurance agents, mortgage brokers, etc.) throughout the state.

I want to start a new business. Can you tell me which type of business I should form?

Yes. When setting up a new business, it is crucial to set up the right type of business, such as corporation, S corporation, limited liability company, limited liability partnership, partnership, sole proprietorship, etc. Our consulting services will help you form the right type of business based on your unique situation with consideration given to liability issues and tax advantages.

Which items qualify for a cafeteria plan deduction?

The main items consist of Qualified dependent care costs, disability income * accidental insurance, group-term life, dental, & health insurance premium costs, and medical cost not covered by insurance. Any unused amounts in a particular category are lost by the employee and reverts to employer by the end of the plan year.

What size clients do you serve?

We provide services to home based businesses, professionals, and small convenience stores, as well as larger businesses. Our owner has worked for companies with annual sales revenues in excess of $900 million.

What size clients do you accept?

We accept any clients within our service range. If the engagement is very large, we will accept it if we feel we have the staff to handle it. If we don't have the appropriate staff, we may form an alliance with another CPA firm and perform a joint engagement. There is no account too small to be considered important in our office.

Can I ever save tax by filing a separate return instead of jointly with my spouse?

You sometimes may benefit from filing separately instead of jointly. Consider filing separately if you meet the following criteria: One spouse has large medical expenses, miscellaneous itemized deductions, or casualty losses. The spouses' incomes are about equal. Separate filing may benefit such couples because the adjusted gross income "floors" for taking the listed deductions will be computed separately.

How do you charge for your services and how does your cost compare to other tax preparation firms?

We charge by the hour. We can give you a quotation of our expected costs. When providing our services, if we can help you reduce our time, we will tell you how. Our support, such as our tax organizer, is designed to offer professional, fast, and accurate services and to minimize our charges to you. Our overhead is kept low to allow us to pass our cost savings onto our clients. Our charges are normally less than other quality firms.

How are Limited Liability Companies (LLC) taxed?

A single-owner LLC defaults to being taxed as Sole Proprietorship. Income/loss from the LLC is reported on the owner’s personal income tax return. A multi-member LLC defaults to being taxed as a Partnership. A Partnership tax return must be filed. The profit or loss is then reported on the owner’s personal tax return. Any LLC can elect to be taxed as a corporation. To do so, one must file an election within 75 days of creating the LLC.

Is there any non-tax record that I should keep?

There are other records you should keep, even though they don't appear to have any use for your tax returns. Family documents, certain medical records, insurance policies, records of major purchases, are just a few examples. These documents will be needed in the case of any emergency that may arise.

Should I keep my old tax returns? If so, for how long?

Yes, you should keep your old tax returns for at least 5 years. When a return contains information pertaining to the basis of property owned, it should be kept until that property is sold. One of the benefits of keeping your tax returns from year to year is that you can look at last years return while preparing this years. If you do throw out an old return you may fill out form 4506, Request for Copy or Transcript of Tax Form, and send it to the IRS service center where you filed your return.

What pieces of paper do I need to keep in order to do my taxes?

Keep detailed records of your income, expenses, and any other information you report on your tax return. A good set of records can help you save money when you do your taxes and will be a trusty ally in case you are audited.

How do I know when certain taxes are due?

You can give us a call or check out the Due Date Calendar on this website.

When should I give you my tax information?

You should bring all your information in as soon as you have it all together. The sooner you bring it in to us the better chance we have at making sure we've done the best possible job for you. We offer tax organizers that can be filed online through the client portal. This gives you an idea of what you had last year and lets your preparer know of any changes. Like any tool, they are not perfect, but they do help both of us.

Are QuickBooks or Peachtree good products?

QuickBooks and Peachtree can help you with your small business accounting, but they cannot think for you. The software has to be set up properly from the beginning or you will have problems. We find that by setting it up yourself, it can cost you more in accounting fees because it takes longer for us to resolve those errors. We advise that if you are going to use one of these products you have your accountant help you set it up. We can help you with this process and train you how to better utilize all the features in Quickbooks so that you can spend your time on your business, instead of on your Quickbooks.

By using QuickBooks Pro, can I reduce my fees?

Our experience shows us that if you know something about accounting AND your computer software is set up properly from the beginning, it is possible that we don't need to spend as much time on your accounting. But in some cases, the initial set up was not done properly and we end up spending more time 'cleaning up' the errors than if we had just entered the detail from the beginning. This is why we offer training and setup assistance for new Quickbooks files through Quickbooks Online.