Frequently Asked Questions

You can reach us at (734) 658-8334. We will assist you and answer any questions you may have about any of our services. You may also contact us via our website by submitting Contact Us form.

Feel free to mail us your documents, drop them off in person by appointment, or use our secure client portal. Please call us at (734) 658-8334 with any questions you may have, or for assistance with setting up access to our client portal.

Yes. As independent tax and financial professionals, we serve in your best interest.

We take care of your books for you, so you can get back to the job of running your business and generating profits.

Don't worry! We're here to help you resolve your tax problems.

We can certainly assist you in preparing for the upcoming audit. We can work directly with your auditors to meet all audit requirements.

Maintaining detailed records of your income, expenses, and other tax-related information is crucial. A comprehensive set of records not only helps you save money during tax filing but also serves as a reliable resource in the event of an audit. It's advisable to keep various types of records, including financial statements, receipts, invoices, and contracts, for at least seven years. Some records, such as those related to major transactions or legal matters, should be retained indefinitely.

While it's common in very small businesses to have one person handle multiple roles, segregation of duties is essential for effective internal control in any organization. The concern of not segregating duties is that it increases the risk of errors, fraud, and misappropriation of assets. Segregation of duties is a fundamental principle of internal control that helps prevent and detect these issues by ensuring that no single individual has control over all aspects of a transaction or process. Without segregation of duties, there is a greater risk of undetected errors or misconduct, which can have serious consequences for the organization. We can assess your internal control system and provide recommendations for improvement.

Choosing the right entity type for your new business is an important decision that can have significant implications for taxes, liability, and operations. We can help you select the appropriate entity type (sole proprietorship, partnership, limited liability company, corporation, non-profit organization) that aligns with your goals.

Yes, we work with other medium and large size CPA firms. We manage the entire audit process, including audit planning, fieldwork, completion of audit programs, and preparation and delivery of the draft report to the hiring CPA firms.