Frequently Asked Questions

Finding the right accounting services for your needs involves finding the right answers for your questions. Below is a list of questions we are often asked:


We combine the services of a large-scale firm with the personalized attention of a smaller business and understand accuracy is critical. Our partners and senior level management are hands on throughout the engagement to ensure reports are comprehensive, accurate and complete. This, along with our timely turnaround, enables us to provide constant communication throughout the process so you’re never in the dark.

To provide responsive, innovative services of the highest quality to our clients; and to provide a positive, rewarding environment encouraging our employees to fulfill their professional and personal goals.

Certified Public Accountants (CPAs) must pass a rigorous exam and meet other high standards that they are required to maintain throughout their careers in order to call themselves CPAs. The demanding Uniform CPA Examination is a crucial first step to becoming a CPA, measuring prospective CPAs’ knowledge about a range of technical and business issues. These professionals are also required to meet continuing education requirements every year to ensure that they stay up-to-date on all the latest business developments. State boards of accountancy also set their own additional mandates for licensure, including education, ethical and work experience requirements.

There are a number of reasons why you should consider a CPA:

  • Preparing your own taxes is time-consuming, stressful, or confusing.
  • You want to make sure your tax returns are accurate.
  • Your tax situation is pretty complex, and you need specialized advice and tips.
  • You would like to pay as little taxes as possible, and need detailed planning and advice.
  • You are facing a tax problem, such as filing back taxes, paying off a tax debt, or fighting an IRS audit.
  • You run a business, invest in the stock market, own rental property, or live outside the United States.

All of the above are reasons to approach us with your tax and accounting needs. With our proactive and responsive stances toward client service, we will work tirelessly to help you achieve your financial goals.

We base our fees on a number of factors including the type of services requested, the time required to perform the services and the complexity of the work. For much of our work we are compensated based on the numbers of hours it takes to complete the work. We are happy to quote our hourly rates and to provide fee estimates for specific tasks.

We can put together a plan or proposal that details the services you need, so that the value and price of the service make sense for you.

After gathering some basic information from you and determining the complexity of the engagement, our services and fee estimates will be outlined in an engagement letter. If, after review of the letter, you find that edits to the scope of services are required, we can make the changes and resend to you for approval. Once the engagement letter is signed by you and one of our Partners, we can begin work on your engagement.