Some of our must commonly asked questions. Don’t see an answer you are looking for? Contact us and we will be happy to assist you further.

A Certified Public Accountant (CPA) is a professional who provides various financial and accounting services, including tax preparation, auditing, financial planning, and consulting. They can help individuals and businesses manage their finances, minimize tax liabilities, and achieve financial goals.
While accounting software and DIY approaches have their merits, a CPA firm offers expertise, accuracy, and personalized advice. CPAs can navigate complex tax laws, provide strategic financial planning, and ensure compliance, saving you time and potentially reducing your tax burden.
Different CPA firms may offer a range of services, including tax preparation, bookkeeping, payroll, financial consulting, audit services, QuickBooks support, and more. It’s essential to understand the specific services a firm provides to ensure they meet your needs.
The cost of CPA services can vary depending on the complexity of your financial situation and the services required. Many firms offer free initial consultations to discuss your needs and provide an estimate. It’s crucial to have a transparent discussion about fees and pricing before engagement.
Tax planning is a critical aspect of financial management. A good CPA firm can provide year-round tax advice, helping you make informed financial decisions that optimize your tax situation, minimize liabilities, and plan for future tax obligations.
Some CPA firms specialize in specific industries or client types, such as small businesses, nonprofits, healthcare, or real estate. Knowing the firm’s expertise can help you determine if they are the right fit for your unique needs.
If you encounter tax problems or face an audit, a CPA firm can represent you, negotiate with tax authorities, and help resolve tax disputes. They have the knowledge and experience to navigate these challenging situations.
In today’s digital age, many CPA firms offer virtual or remote services, allowing you to collaborate with them online, no matter where you are located. This can be especially convenient for busy individuals and businesses.
To make the most of your initial consultation, ask what documents and financial information you should provide in advance. This helps the CPA understand your situation better and provides more accurate advice.
Ensure that the CPA firm you choose is properly licensed and registered with the appropriate state and federal authorities. This confirms their legitimacy and adherence to professional standards.

Remember that these questions are just a starting point. When seeking a CPA firm’s services, don’t hesitate to ask any specific questions that relate to your unique financial situation or needs. A reputable CPA firm will be transparent, responsive, and eager to address your concerns.