We focus on implementing fair information practices that are designed to protect your privacy. You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.

The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:

We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.

You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.

If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.

Having a remote bookkeeper or accountant allows you to save money while hiring someone well versed in accounting practices. You no longer have to cover the cost a full time employee. Your dedicated outsourced accountant will offer better support than those in-house, as we provide teams and resources full of knowledge. Our highly skilled and experienced bookkeepers will let you get back to what you do best.

We require a minimum of ten years of experience prior to joining our team. Each employee must pass rigorous on-boarding exams based on ethics, GAAP, and IFRS to meet our quality benchmark.

Our bookkeepers are well trained in QuickBooks. We choose QuickBooks because it integrates with many other software systems and is great for importing and exporting data.

Yes, backup and monthly reporting will be provided periodically.

Personal taxes can generally be completed within a day. Schedule C tax prep can take a handful of days, depending on data our clients provide and if we need to prepare work papers. Corporate tax returns may take up to two weeks. Quarterly and estimated taxes will take less time.

We can help you get on a payment plan that meets your budget. We understand these forms can be confusing, but our tax specialists are well versed in working with the IRS and are able to handle this for you.