OUR SERVICES

FREQUENTLY ASKED QUESTIONS


HOW ARE FEES DETERMINED ?


Generally, proposed fees are a function of the complexity and the time required to complete your work. I will not undertake any work until you are in complete agreement with the proposed fee arrangement.  In all cases, I try to deliver value at competitive rates, with your satisfaction my main concern.  I strive to perform work in an efficient manner which includes setting fees that are fair for the work performed and value received.  The initial consultation is free allowing time to determine your requirements and to develop a proposal.


WHAT TRAINING DO YOU OBTAIN ?


A Certified Public Accountant is required to obtain at least 80 hours of professional education every 2 years in tax, accounting and business topics.  Course work is chosen in areas viewed to be important to the client market.





YOUR WORK IS NEVER OUTSOURCED OR SUBCONTRACTED OUT AS SOME FIRMS DO.

BUSINESS SERVICES

1. ACCOUNTING

2. BUSINESS INCOME TAX RETURNS PREPARED

3. TAX PLANNING

4. REVIEW OF PRIOR RETURNS

5  REPRESENTATION BEFORE TAXING AUTHORITIES AT THE AGENT LEVEL

6. STRATEGIC PLANNING, BUSINESS PLANNING, BUDGETING AND CASH FLOW PLANNING

7. SPECIALLY REQUESTED PROJECTS

INDIVIDUAL SERVICES

1. TAX PREPARATION

2. PLANNING AND GOAL SETTING

3. REPRESENTATION BEFORE TAXING AUTHORITIES