Frequently Asked Questions

When should I contact an accountant?


As soon as you start to think about your business, an accountant - and especially a CPA - can help you take the next steps. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.  

What are my options for raising money?

Never underestimate power of a CPA to find financial resources for your business.

Get some impartial advice from us before you consult the bank. A bank will want to see a strong business plan and organized records. We may also be able to advise you of other financing sources which do not require you to take on debt or surrender equity.  Let us help you get ready for your business's next step!  

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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!"

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Why do you offer websites integrated to QuickBooks Online?


We understand the competitive, strategic, and financial efficiencies and advantages enjoyed by businesses when the accounting cycle is fully integrated and automated.  We also understand and fully appreciate the time burden, multiple knowledge disciplines, and problems entrepreneurs encounter.  We handle all that and more at an affordable fixed monthly price.

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What are the QuickBooks Online Terms of Service?


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QBO Terms of Service

Do you provide ad hoc support to non-clients? is a QuickBooks Online ProAdvisor providing bookkeeping, accounting, and tax prep

While we understand there are many potential QuickBooks clients out there who require only ad hoc assistance, our experience has been they continue to require ad hoc assistance on an ongoing basis.  We encourage those businesses to engage us to handle their books instead.  It is usually less expensive and frees up their owner/staff time to do what they are best at doing.

Privacy Policy

Your  privacy is important to us, and maintaining your trust and confidence  is one of our highest priorities. We respect your right to keep your  personal information confidential and understand your desire to avoid  unwanted solicitations. A recent law change requires us (along with  banks, brokerage houses, and other financial institutions) to disclose  our Privacy Policy to you – which we are more than happy to do. We hope  that by taking a few minutes to read it, you will have a better  understanding of what we do with the information you provide us and how  we keep it private and secure. 

A. Types of Information We Collect

We  collect certain personal information about you – but only when that  information is provided by you or is obtained by us with your  authorization. We use that information to prepare your personal income  tax returns and may also provide various tax and financial planning  services to you at your request.

Examples of sources from which we collect information include:

  • interviews and phone calls with you, 
  • letters or e-mails from you, 
  • tax return or financial planning organizers, and 
  • financial history questionnaires. 

B. Parties to Whom We Disclose Information

As a general rule, we do not disclose personal information about our  clients or former clients to anyone. However, to the extent permitted by  law and any applicable state Code of Professional Conduct, certain  nonpublic information about you may be disclosed in the following  situations: 

  • To comply with a validly issued and enforceable subpoena or summons. 
  • In  the course of a review of our firm’s practices under the authorization  of a state or national licensing board, or as necessary to properly  respond to an inquiry or complaint from such a licensing board of  organization. 
  • In conjunction with a prospective purchase,  sale, or merger of all or part of our practice, provided that we take  appropriate precautions (for example, through a written confidentiality  agreement) so the prospective purchaser or merger partner does not  disclose information obtained in the course of the review. 
  • As a  part of any actual or threatened legal proceedings or alternative  dispute resolution proceedings either initiated by or against us,  provided we disclose only the information necessary to file, pursue, or  defend against the lawsuit and take reasonable precautions to ensure  that the information disclosed does not become a matter of public  record. 
  • To provide information to affiliates of the firm and  nonaffiliated third parties who perform services or functions for us in  conjunction with our services to you, but only if we have a contractual  agreement with the other party which prohibits them from disclosing or  using the information other than for the purposes for which it was  disclosed. (Examples of such disclosures include using an outside  service bureau to process tax returns or engaging a records-retention  agency to store prior year records.) 

C.  Confidentiality and Security of Nonpublic Personal Information

Except as otherwise described in this notice, we restrict access to  nonpublic personal information about you to employees of our firm and  other parties who must use that information to provide services to you.  Their right to further disclose and use the information is limited by  the policies of out firm, applicable law, our Code of Professional  Conduct, and nondisclosure agreements where appropriate.  We also  maintain physical, electronic, and procedural safeguards in compliance  with applicable laws and regulations to guard your personal information  from unauthorized access, alteration, or premature destruction. 

Thank you for allowing us to serve your accounting, tax, and  financial planning needs. We value your business and are committed to  protecting you privacy. We hope you view our firm as your most trusted  advisor and we will work to continue earning your trust. Please call us  if you have any questions or if we can be of further service.