It's best to consult an accountant when facing significant financial decisions, changes in tax law, business formation, during tax season, when experiencing financial growth, or whenever you need strategic financial planning. Early consultation can often save you money and prevent potential issues.

For your first appointment, bring previous tax returns, income statements (W-2s, 1099s), deduction documentation (charitable donations, medical expenses, mortgage interest), business income and expense records if applicable, and any notices from tax authorities. Also bring identification and bank account information for direct deposits.

We support small businesses with entity selection, tax planning, financial statement preparation, bookkeeping, payroll services, business advisory, tax compliance, and financial forecasting. Our goal is to help you minimize tax liability, improve profitability, and focus on growing your business while we handle the financial details.

A CPA (Certified Public Accountant) has met state-specific education and experience requirements, passed a rigorous exam, and maintains continuing education. CPAs have legal privileges like representing clients before the IRS and can perform specific functions like audits. All CPAs are accountants, but not all accountants are CPAs.

We implement strict security measures including encrypted data storage, secure client portals for document exchange, regular security audits, robust password policies, staff training on security protocols, limited access controls, and secure offsite backups. We also maintain compliance with professional standards and regulations regarding client confidentiality.