FREQUENTLY ASKED QUESTIONS

Answer 1:

We take cash, checks, credit card, and PayPal.

Answer 2:

Our fee for preparing an individual tax return starts at $250 and increases depending on the forms that need to be filed.  Our fee for business tax returns depend on the complexity. 

Answer 3:

Not necessarily. All CPAs are accountants, but not all accountants are Certified Public Accountants (CPAs). The principal differences between accountants and CPAs are education, experience and opportunity. In order to become a CPA, there are education and experience requirements you’ll need to fulfill and a Uniform CPA Exam that you must pass. Receiving your CPA certification distinguishes you from other business professionals – the benefits are increased trust, opportunity and financial reward.

Answer 4:

If you are a first-time client, please bring the last 2 years of tax returns with you to your appointment. Please bring your W-2s, 1099 forms, investment statements and any other information we would need to do your tax return.

Answer 5:

We are available to meet with you from 10:00AM to 6:00PMMonday through Friday. We work by appointment only and do not take walk-ins.  We would be happy to make special arrangements for evening or weekend consultations. 

Answer 6:

We provide a broad array of traditional CPA services including financial statements, accounting, bookkeeping and tax return preparation. In addition, we specialize in tax planning, financial planning and financial consulting.

Answer 7:

Yes, we can prepare tax returns for any state.