FAQs

How long should I keep my tax records?

Generally you should keep your records for 3 years after the filing date of your return, however if the IRS suspects fraud, they can go back 7 years.  If your taxes are complex, keep 7 years, just to be safe.

What are your service fees?

The cost of your service will be agreed upon before the service is even started.  Your first meeting, advice included is free!

What are the differences between an accountant, a CPA and a bookkeeper?

A CPA is a credentialed title, but most accounting services can be prepared by anyone, even yourself.  The best fit for you and your company is likely the experience, skills and personality of your professional.  This person should be approachable and bring you comfort that the service they are providing is reliable so you can sleep at night.