Frequently Asked Questions

Anytime you run a business, work as an independent contractor, or have a large transaction. 

• When you start a new business: We can help you with planning and formation, including the best structure to use from a legal and a tax perspective. We can help you stay in compliance with state and federal taxes including sales tax or business personal property taxes.
• When you are growing your business: We can help with your bookkeeping and advise you on changes that should be made to your structure. The last thing you want to focus on is accounting when you are finding new business and or managing employees. 
• An accountant can help you take the next steps and mitigate the tax due with the IRS.  We can discuss your business's organization, tax planning, and operations, along with target pricing and profit margins.

Get some impartial advice from an accountant before you consult the bank. A bank will want to see a strong business plan and organized records. Let us help you get ready for your business's next step!  

Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"