Frequently Asked Questions

  • Absolutely! Our tax experts are well-versed in small business tax planning and preparation, ensuring you take advantage of all eligible deductions and credits while staying compliant with tax laws.

  • We specialize in non-profit accounting and can assist with setting up your chart of accounts, generating the appropriate financial reports for non-profit organizations, and ensuring compliance with funders and IRS regulations.

  • We have over 30 years of experience and maintain a diverse client base serving various industries, including retail, healthcare, social justice organizations and various service providers. Our specialty is in commercial real estate and small business start-ups.

  • We prioritize data security and use industry-leading encryption and security measures to protect your sensitive information. You can find a copy of our Cyber Security Plan and our privacy policy on our website.

  • Yes, we provide budgeting and forecasting services to help you make informed financial decisions and plan for the unexpected.

  • We maintain membership in various accounting, tax and business associations. Our team regularly participates in continuing education programs and stays abreast of changes in tax and accounting regulations.

  • We have experience with most industry-standard accounting software and can adapt to our clients’ preferences. Most clients utilize QuickBooks, Xero, Wave and Bill.com. We also offer a secure online portal, Verifyle, allowing you to access your tax and financial data anytime, anywhere.

  • We partner with Protection Plus each tax season to provide audit and ID theft insurance. We will work together in the event of an audit or inquiry, to represent you and work closely with the IRS to address any issues and provide necessary documentation.

  • Our fees vary based on the services you require, and we offer transparent billing with no hidden charges.If you are seeking a price quote for accounting or consulting services, please complete our intake form.

  • Yes, we offer one to one consulting services to provide detailed financial analysis and offer strategic advice to help you improve your business's financial performance. We produce a newsletter semimonthly to keep subscribers abreast of financial resources and money tips.

  • We enjoy interacting with our clients and have a dedicated Support Associate readily available to address any questions or concerns you may have via email. We respond to phone messages promptly. We are cautious not to over-extend our staff so we will have periodic times, such as after tax season. when we allow for rest and will not be readily available.