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Frequently Asked Questions
When should I contact an accountant?
Midway into the year or near year end is best as an accountant can help you take the next steps. We can discuss your individual / business's income / operations, project tax outcomes, along with providing year-end budgeting.
Getting a loan for your business to raise money?
See 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!
How can I know if an accountant is right for me?
Tax laws get more and more complex every year and we know asking questions on the internet are not always reliable. If you have more income sources than just a W-2, you may want to seek an accountant. Amending prior year tax returns is an avoidable expense, and therefore we would rather have you come to us from the beginning!