if you don’t prepare income taxes, what do you do?
We specialize in the accounting that must be done before the tax returns may be prepared. We work with your internal accounting department and assist them in assembling your books of record from the accounting substantiation provided by your offices. Sometimes this includes preparing and / or compiling financial statements required by third parties including banks, insurance companies, contracts, and courts of law.
what do i need to do to hire you?
First, we need to meet with you to discover what your goals and objectives are for the work at hand. We offer a twenty minute initial consultation free of charge. If your work falls within our areas of expertise and we have sufficient resources to devote to your project, we may enter into contract with you. We work under a mutually agreed-upon written & signed contract. See our “Contact Us” page to notify us of your interest in hiring our firm.
HOW DO YOU BILL FOR YOUR SERVICES?
We do progress billing and require payment upon receipt. All standard forms of payment are accepted including credit cards. We may require a retainer in certain situations.
WHAT ROLE DO YOU PLAY IF THE IRS AUDITS ME?
We will provide audit support for tax compliance with not-for-profit organizations, including private foundations. We refer you to other specialists if your governmental audit falls outside of our area of tax expertise.
HOW MUCH AND WHAT KIND OF PREPARATION DO YOU NEED FOR MY project?
We prefer that your materials be in a computer accounting program, but we have taken materials in almost every imaginable form. Contact us with questions about specific software packages.