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

Medlin Accounting, MYOB, Quicken, QuickBooks

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.

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

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.

Absolutely! Appointments are preferred.

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