Frequently Asked Questions

When should I contact an accountant?



Employee Benefit Plans
    Asset Protection
    Accounting Services
    Reviews & Compilations
    Financial Statements
    Financial Forecasts & Projections
    Cash Flow & Budgeting Analysis
    Tax Services

    Tax Planning & Preparation
    IRS Representation
    Payroll Services
    Estate & Trust Tax Preparation
    Consulting Services
    Business Succession Planning
    Buying & Selling a Business
    Estate Planning
    Retirement Planning


What are my options for raising money?


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!  

How can I know which accountant is right for me?


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!"