I need to file prior year returns, can you prepare them?
Yes, we can file any prior year return along with an installment agreement if you owe more tax than you can comfortably pay.
Can you help with QUICKBOOKS®?
Pancy Coffman is a Certified QUICKBOOKS Pro Advisor® and can help you choose the right version for your business. Then we will provide set up, training and on going support.
Can you file my state forms to incorporate or form an LLC?
After a free consultation on the right structure for your business. We can file the appropriate forms with the Secretary of State for a quoted fee.
My records are not in good order, can you provide one-time catch-up service?
Yes, we can look at what you need to catch up and quote a fee before we begin.
I keep all of my records myself. When is the best time to contact you for tax and accounting services?
It is always best to meet with us early in the business year so we can determine what tax benefit options are available to you. Also, many tax deductions require detailed records that are best maintained as the expense occurs during the year. We can advise how and what records to keep.
Can I call or e-mail a particular question without incurring a fee?
Yes, we are always willing to answer a limited number of accounting and tax questions free of charge.
How do I decide on what kind of accounting and tax services I need and what is the cost?
There are two issues for you to consider: First, what type of information do you need and want from your accounting system and secondly, how much of the accounting work do you want to do. These are the items covered in a free consultation meeting with you to describe the accounting systems available and the
How do I decide if a person is an employee or an independent contractor?
The IRS has established guidelines to determine the status of individuals providing services to your business. Click here to see the guidelines. If in doubt contact us.
I started a business so what do I do next to make sure I’m in compliance with Federal, State and Local regulations?
First of all, you have to decide on an entity structure for your business. Those include: Sole-Proprietor, Corporation (Regular or Sub S), Partnership or Limited Liability Company. Each choice has various pros and cons and choosing the right structure can make a big difference in your tax benefits, personal liability and reporting requirements. If you