Frequently Asked Questions


Do you only prepare tax returns?

While tax returns are something that our company handles for you, that is not all we are able to offer you. With our monthly services, business owners can relax knowing that their accounts are in order each month, payroll is handled, and financials are ready for review if needed for loans and business expansion.

Are you a CPA (Certified Public Accountant)?

Currently, we do not have a CPA employed with the company. However, that simply means we are not able to offer audit or attestation services to business clients. All other services are still available by certified and trained individuals who have years of experience in the accounting fields. A CPA designation is on the horizon though and once it happens you all will be the first to know!

How are you different from other firms in the area?

Having worked with firms here locally, the owner is able to bring a lot of the same services to our clients. As a client, you will still receive the same services that other firms offer, but with the monthly set-up, business owners are able to budget for services much better. Some of our bundles even include the tax return preparation at year end that normally costs extra and can be a burden for some when they are not prepared for the fee.

Are you available for meetings and face to face discussions?

Absolutely! Our staff can meet you at your business or at a location of your choosing. This allows us to keep overhead low (and prices too!) and also makes it easier for you to have the staff you need available for the meetings if questions arise. For QuickBooks trainings, this is a great tool!

Do you offer any discounts?

Yes we do! Currently we offer a 10% discount on all services to any of the following:

  • Active duty/Veteran

  • First Responders (police, firefighter, EMT, etc.)

  • Teachers