With the advent of tax software, what are the advantages of using a CPA?

There are many options with software but knowing where to put a single item and knowing what is going to be most beneficial for you is the advantage of having someone with the experience, expertise, and knowledge to help you move forward in the right direction.

Tax planning, not just tax preparation.

Tax preparation software does not know the requirements for various line items. For example: Charitable contributions.

What software does your office support?

Medlin Accounting, MYOB, Quicken, QuickBooks

If my business or personal files are stored on computer, what format would I need to have them in for you to work with?

We can work with a variety of formats including backup files on a flashdrive, CD, or floppy disks. We can also work with organized paper formats such as check stubs, deposit tickets, etc.

How often should a person contact their CPA throughout the year?

At least once before the end of the year.

Be sure to contact your CPA if you're contemplating any changes. Some examples are listed below:

Sale of Assets
Change of Career
Retirement
Marital Status
Moving
College Planning
Sale of a Business
Starting a Business

Are there any charges applicable to asking advice over the phone?

Yes. (Depending on the situation) Let's remember the only thing a CPA has to sell is knowledge, experience, and expertise.

Feel free to call and set up an appointment so that we can answer any questions or concerns you may have.

What if I need to talk to someone face to face outside of tax season, can I set up an appointment?

Absolutely! Appointments are preferred.

Please call 444-1040 to set up your appointment today!

Circular 230 Disclosure: Any advice contained on this site is not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer.