• Question 1, What forms of payment do you take?
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• Question 2, What are your rates?
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• Question 3, Are CPAs and accountants the same thing?
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• Question 4, What kind of preparation do you need for my return?
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• Question 5, What hours are you available?
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• Question 6, What services do you provide and specialize in?
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• Question 7, Do you prepare other state tax returns?

Answer 1:

We accept Zelle, Venmo, PayPal, and credit card.

Answer 2:

Our fee for preparing an individual tax return starts at $1,200 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, I’ll need a copy of your last tax return and your W-2s, 1099 forms, investment statements and any other information we would need to do your tax return.

Answer 5:

Zoom meetings from 9:00AM to 5:00PM, Monday through Saturday during tax season. We work by appointment only and no in-person meetings.

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.