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Why hire a CPA?
Whether it's preparing a simple tax return, helping you plan your financial future, drawing up plans for your dream business, or conducting an audit of your company, a CPA is equipped with the knowledge and background to help you make the best financial decisions.
What will be expected of me when I work with you?
- Be prepared with your financial goals and objectives. Have a list of questions and a clear idea of what you want to accomplish.
- For your first meeting as a new client, (called an installation appointment) gather and bring all of your financials - past tax returns, financial statements, investment documents, loan papers, business plans, and so forth.
- Keep us up-to-date on what's happening in your life. Are you getting married, divorced, having children, planning for your child's college education, expanding a business, giving the business to an heir? You'd be surprised at how we can help with life sequences.
- Help us help you! We will need data from you each month, so please work with us on meeting deadlines.
What else can you do beside monthly financials, taxes and audits?
- Set up accounting systems
- Help secure financing
- Accumulate, analyze and report financial and operational information for management decision-making
- Perform special studies of finance, inventory, cost accounting, credit and collection
- Serve as expert witnesses in litigation
- Assess benefit and compensation plans
- Determine the value of businesses and estates for insurance or tax purposes
How can your firm help an individual, as opposed to a business?
- Represent you before tax authorities
- Develop a personal financial plan
- Create a family budget
- Advise you on divorce settlements
- Project future college expenses and develop savings plans
- Set up a retirement plan to secure your financial future
- Assess insurance needs
I'm using QuickBooks® to track financials. Why do I need your services?
QuickBooks and other software packages can be great tools but they do not replace human knowledge. For example, do you know that you are entering information correctly or how to read the compiled reports? Software will not interpret the data you are entering or keep you updated on tax law changes. We take data from you, transfer it into our professional accounting software, produce accurate financials, and explain them to you.
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