FAQ/Resources

Our services are based on the amount of time and complexity of work performed for each file.  We offer competitive flat fee and hourly fee options to our clients to best accommodate their specific situation.

We provide services to many different types of clients in a wide range of industries and professions.  We represent clients that have initial start up companies with only a few employees to larger companies operating in multiple states and internationally.  We also represent many non profit entities, trusts and estates.  Our portfolio of individual clients range from entrepreneurs, retirees, professionals, executives, professional athletes and international clients.  With our wide range of expertise, we are committed to providing the highest level of service to all of our clients.

In the event you receive a notification in the mail from the IRS or any state agency, it is important to send us a copy of your notice immediately.  Many of these notices are time sensitive and should be addressed immediately.  Please feel free to email, fax or drop off any notices to ensure we are in receipt of the documents.  Once received, we will be able to provide you guidance on how to address the notice with the respective agency.   Please note that the IRS and other tax agencies will send you a letter in the mail if there is a problem or question about your tax return(s).  These agencies do not call or provide sensitive information over the internet.  We advise our clients to not share any of their personal information over the phone and/or internet as this is usually indicative of a scam or fraudulent activity.  Please contact our office for additional information if this occurs.

Of course, our firm is open year around to accommodate our clients.  Whether you need a copy of your recently filed tax return(s), have a question or need to discuss a new issue with our CPA, don’t hesitate to call or email us so we can assist you.

We generally recommend that new clients bring in their most recently filed business and individual tax return(s).  Additionally, we advise our new clients to bring in their current year tax documents such as W-2s, 1099s, etc. along with any other items that may be useful such as financial statements, recent bank/brokerage account statements and dependent information.  New clients can also submit this information electronically to our office prior to their appointment by emailing us at [email protected] or faxing it to us at 407-328-5011.