Q: Can I complete my taxes remotely or do we have to meet in your office?

A: The tax return preparation process can be completed completely online without any in-person meetings. We are set up to exchange documents electronically in a secure way.

Q: I would like to set up a new company. Can you help me with that process?

A: Yes, we can help you decide on a business structure for your company, get your company registered with the state, obtain a new IRS Employer Identification Number, and stay on top of ongoing accounting activities such as tax filings, bookkeeping, and payroll.

Q: Can you help me with ways to keep track of my business income and expenses?

A: Yes, we can help you set up a business bank account and recommend various tools for keeping track of your income and expenses.

Q: Do you work with business owners who are not US residents?

A: Yes, we have expertise setting up business entities with foreign owners, obtaining Individual Tax Identification Numbers for non-residents, and filing the proper annual tax forms.

Q: Will you be able to help me save on taxes?

A: Our firm stays on top of the latest tax laws to help you manage your tax liability. We use sophisticated tax preparation software that helps point out areas that will help you save. Also, we work with qualified partners that can assist with retirement planning and other tax saving strategies.

Q: We would like to perform some activities ourselves such as bookkeeping or payroll. Do you provide training?

A: We are happy to provide training on the use of certain tools such as QuickBooks Online. We help our clients take on whatever activities they feel comfortable with.

Q: Where can I find guidance on the numerous Coronavirus-related programs and benefits that are available now?

A: Our firm is staying on top of the various Covid-19 programs coming from the IRS, the Small Business Administration, and other entities. These include the Paycheck Protection Program (PPP), the Economic Injury Disaster Loan (EIDL), and other government programs. We can assist individuals and business owners with filling out certain applications.