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  • You've fallen behind on your books

  • You are facing an audit or have a tax notice

  • You need to file multiple years tax returns

  • You are planning for the upcoming year or expect major income changes 

  • You've started a business and need advice on what the next steps are  regarding accounting and taxes

  • You want to start a business and are not sure what type of entity to select

  • You want to avoid costly mistakes or being audited

  • You would like a second opinion regarding your affairs

  • You may want a review of what someone else prepared

  • Raising capital for a new startup - consult with an accountant before you meet with lenders. Being prepared is essential 

  • Selling a business or real estate 

  • Acquiring a business - have us take a look impartially to see if it's a viable operation or are there any risks not apparent

  • Need a business plan, organizational documents, projections, etc.,

When is the best time to contact a tax accountant?

Do I have the right accountant for me?

  • Are you comfortable asking questions to your accountant and the answers are understandable?

  • Are my questions being answered timely? 

  • Does my accountant use updated methods and technology?   

  • Am I being charged reasonably?

  • Are all required tax obligations filed correctly and timely?

 The answers to these questions should be an unmistakable YES.

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