CPAs perform a plethora of services: general accounting, estate planning, personal finance planning, tax return preparation, and every other conceivable financial service for businesses and individuals. They play a crucial role in every business.
Widely available software enables taxpayers to prepare their own tax returns, but really only works well for people whose financial life is simple and straight forward. If you derive income from multiple states, are self-employed, receive restricted stock units or non-qualified stock options from your employer, own a vacation rental home that you occasionally use (whether you admit it or not), or question whether your college student should "claim themselves", retaining the services of a CPA is a wise choice. It will allow you to spend more time doing the things you enjoy, and feel comfortable knowing that you're compliant and maximizing tax benefits.
Life's changes bring a variety of uncertainty. Getting married? Having a child? Changing jobs? Starting a business? Approaching retirement? Talk with us as early in the process as possible. Let us guide you through these important life-changing events.
In addition to technical skills, look for a professional whom you have a good rapport. Good communication enables us to understand your situation as well as you do, and is fundamental to achieving a long successful relationship.
Most importantly, know that we are committed to forging a long-term relationship with you. The more information we have, the more success our relationship will bring.
▪ Discuss your plans, aspirations, problems, and concerns with us. We can successfully direct you and serve your best interests when we know your goals.
▪ Gather all relevant personal financial information so we have a thorough understanding of your current situation.
▪ Keep us abreast of changes in your life. A marriage or divorce, the birth of a child, higher education of children, an inheritance, a career change, or the loss of a spouse can have a considerable impact on your financial security and income tax situation.
A valued partner.
There when you need us.