You've got questions & we've got answers!
Wondering if we are a good fit for your practice, how we handle communication, or how we protect your data? The answers are right here!
Who we work best with:
Growing practices with revenues in the $1 million to $20 million range.
Practice owners who value and respect expertise outside of their own.
Busy practice owners that understand their strengths and delegate the rest.
Tech savvy practice owners that aren’t overwhelmed by applications to gather information, schedule appointments, do video calls, etc.
Practice owners that value integrity and compliance.
Practice owners who have personal and practice goals that are BIG and BOLD.
Tax Planning & Accounting FAQs
No. We don’t provide an option for tax preparation services only. To read more about what services we do offer, please click here.
Proactive Tax & Entity Planning – this service not only provides the most bang for your buck in cash in immediate cash in your pocket but also gives your future roadmap to follow to reach your goals.
Goal-based Projections & Budgets - along with pretty graphs and KPIs that matter to YOUR business this service includes monthly meetings to provide those oh-so-valuable outside eyes on whatever is going on in your practice so that you can keep hitting your goals!
Bookkeeping – this is the last thing most practice owners should be spending time on. Taking care of this for our clients frees them up to focus on why they are in practice and focus on what they do best.
Well…that depends. Accounting firms provide a wide range of financial, tax and other services. Our service offerings only include the services we believe provide the most impact.
Proactive Tax & Entity Planning – tax optimization for now and the future based on your personal and business goals.
Strategic Maintenance Bundles – support services packaged up to provide you with tax compliance, year-round communication and tax projections all in one monthly flat fee.
Bookkeeping, Financial Projections & Budgeting – timely numbers for decision making, planning, etc.
Tax Preparation Only – let’s be 100% honest, no practice owner I have ever met truly only required just tax returns. Business owners need and want advisory services from their accounting professionals. We start there.
Payroll – this service requires a lot of detailed compliance and is low value. We outsource this service for our firm and believe you should as well.
Legal Services – this is out of our scope.
Financial/Investment/Wealth Planning – again, out of our scope.
But we have many partners that we can refer you to. Just ask!
We are open year-round providing our clients with a myriad of services. Advisory, proactive services are our focus!
Our general timeline on all services is 2-4 weeks. This timeline starts once we receive all requested information from the client. Things that affect the timeline include; what’s in our queue at any given time, complexity of the service, incomplete information from the client, lack of communication from the client, etc.
Communication & Policy FAQs
You are best served when our team can document all exchanges. Our communication is best done by email or scheduled phone/video call. Scheduled times make sure we can focus on your needs at your scheduled time.
We are a team! A team of professionals is the only way to ensure that you are properly supported in a timely manner.
We are required to have proper and yearly updated cyber security policies by the IRS. You can access our current website policies here. All data can be accessed by our team and is stored and backed up in the cloud.
Our turn around time on all client correspondence is 48 hours Monday through Friday.
Our policy is always to assist you within our expertise. We can help with many types of notices and requests. If the notice is outside our expertise or there is an audit, we contract with some of the best in the representation business to assist you. These services are included if you opt-in to our Audit & Notice Protection Plan.
Our policies ensure that you have what you need to easily transition to another professional at any time. Some of the things that help you with this transition:
- Access to download all your tax returns prepared by us for 30 days after disengaging our services.
- Complete tax return copies that include all states, depreciation schedules and any applicable statements and schedules.
- If your QBO file is on our account, we will release it to you no questions asked.
You CAN call anytime but we only take phone calls by appointment. See FAQ #1.
Learning is one of our key values. Our clients are best served when we are current in our tax and accounting knowledge as well as business knowledge. The more we know the better we can help you with all aspects of your practice!
We are a small firm with a focus on relationship-based services. We believe that is best done with a small client base. Our client limit is 100 relationships.
We stand behind our preparation services. If we make a mistake, we will take any necessary steps to rectify the mistake within our scope and responsibility.