Choosing your CPA.  There is a difference!

We contact our business clients once a year to discuss important issues.  When was the last time your CPA contacted you to discuss.........

• How to produce and read financial statements for your business
• An "accountable" employee expense reimbursement plan
• What you need to secure your auto deduction
• Employee vs. independent contractor
• Reasonable salary for s-corporation shareholders
• Making sure your general ledger agrees to your tax return

Does your CPA try to be all things to all people?  We don't make promises we can't keep. 
Instead we focus on the "essentials" that every business needs.  Essentials such as…………..

• Tax preparation
• Accounting/general ledger/QuickBooks
• Tax estimates
• Tax planning
• Full-service or assisted payroll
• Property tax returns
• Estate tax returns

Your current CPA may do the same.  But the DIFFERENCE is in HOW the service is performed and then delivered to you.

• We discuss with you what your needs are and update the list as conditions change
• We enter your needs on our task tracker
• We let you know what is due, when it’s due, what we need from you, when we need it
• All major work is controlled by internally generated checklists (does your CPA store his/her checklist in their head only?)
• The checklists represent YEARS  of accumulated knowledge
• The checklists are continually being updated based on tax law changes, experiences, and continuing education
• A staff that works as a team from preparation through review (does your CPA even have a review process?)