FAQS

We Answer Your Frequently Asked Questions

What types of clients does your firm work with?

We focus on working with small businesses, self-employed individuals, real estate investors, and owners of residential and commercial rental properties.
How are you different than other accounting firms?

We believe that a business owner should have a year-round relationship with their tax pro. By taking this approach, we can help you make more informed decisions to grow your business and your bottom line.
What will we discuss in our first consultation?

We’ll discuss your current tax situation, review your business's specific needs or pain points, and lay out our approach that will help you achieve your goals...which will all hopefully help you lower your tax bill!
What is tax planning?

Tax planning is a proactive approach to taxes. It’s the process of looking at your personal life, your business, and your financials goals and matching them with the 70,000+ pages of tax code to legally reduce your taxes.
What is the difference between tax preparation and tax planning?

Tax planning involves arranging your finances in order to maximize tax credits and tax deductions while legally reducing tax liabilities.

Tax preparation is preparing your tax return to be submitted to the IRS/State for filing.
What types of tax planning strategies are available?

The strategies that we help clients implement include everything from saving for retirement to business entity optimization. Tax planning is not a one-size-fits-all process, so it depends on how you earn your money, your goals, your financial situation, and other key demographics.
When should I outsource my accounting and bookkeeping?

Accounting and bookkeeping can be time consuming, difficult, and stressful. You should consider outsourcing these tasks when it begins to take up too much of your time that could be better spent growing your business and taking care of your clients/customers.