FAQs

Enrolled agents (EAs) are tax professionals licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS during audits or collections. They must maintain current knowledge of the U.S. Tax Code and meet strict ethical and educational standards to keep their designation. The rigorous requirements ensure that only highly qualified tax experts obtain this credential. If you need an enrolled agent's services, please contact us to discuss how we can assist you.

While QuickBooks is a useful tool for data entry, our accountants and bookkeepers provide valuable interpretation of this information. We offer financial reports, projections, monthly balance sheets, and detailed general ledgers. Additionally, we provide year-round consultation and tax advice to help you capitalize on changing tax laws, minimize your tax liability, and improve your profitability.

Our services extend beyond monthly accounting and tax preparation. We can assist with business acquisitions by preparing cash flow projections and debt service analyses. We also offer financial analysis to compare your business against industry standards, recommend suitable accounting systems, provide IRS and state tax audit representation, and assist with offers in compromise through our enrolled agents or CPAs.

If you're facing an audit, your first step should be to contact us. As your tax advisers, we'll meet with you to develop an appropriate action plan and gather the necessary information to streamline the audit process. Our enrolled agents (EAs) or certified public accountants (CPAs) can either guide you in preparing for the audit yourself or act as your representative. Please reach out to us for more detailed information.

To help us serve you or your company more effectively, it's crucial to keep us informed about any significant financial changes or decisions you're facing. Providing us with timely information ensures we're working with the most current data. For additional guidance, please refer to our Income Tax Data Organizer and Tax Organizer - Checklist, available on our Tax Forms page, which can help you prepare for your tax appointment.

Yes, we can promptly assist in taking over from your in-house accountant. Our process involves assessing your specific needs and determining the most cost-effective approach to manage your accounting requirements. Our goal is to ensure you receive timely and accurate financial statements.