Here are the answers to some of the most Frequently Asked Questions our firm receives.

The information found on this website is general in nature and may not apply to the reader's situation. Therefore, the reader should not rely on the information on this website alone. Give us a call today for more information.

Nothing happens when I click on the Fin. Calculators link, does this link work?

A:  Yes it does!  This link opens in a new browser window, if nothing happens when you click the link, hold down the CTRL key while you click, a new window should open with the calculator types across the top, select one and calculate away!


A. Directions to our office along with a map are located on our "Contact Us" page. Feel free to call for more detailed instructions if necessary 

Q.  Can you help me with my investments?

A.  We have a Certified Financial Planner on staff, as well as being well acquainted with a number of registered investment advisory firms in the area. We can set up an appointment with either our own CPF, or with one of the registered advisory firms who can help you determine your goals and the strategies that you are comfortable with. If you are pleased with the recommendations, we will assist you with the implementation of the suggested strategies.

Q.  I currently use an outside payroll service, and, frankly, have not been pleased for various reasons. What alternatives do I have?

A.  We now have access to a very good payroll alternative that you can access and use right here on our webpage. This is a reasonably priced alternative, competitive with the nationally known services, and offers you the flexibility of running your own payrolls on YOUR schedule. Direct deposit, ACH tax payments and easy import to your QuickBooks or other accounting software are features of this very good software. Call us for a demonstration!

Q. I am concerned that my business is not as profitable as I would like it to be. What can you do to help me?

A.  We offer an operational auditing program where a team of our professionals come into your business to assess your company's operational strengths and weaknesses. We breakdown your business into the areas that are mission critical and offer recommendations (that we can help you to implement!) to get your business on track. Organizational efficiencies and profitability structuring are the keys to your business working FOR YOU rather than vice versa.

Q.  It seems like everyone and his brother (except me!) has a retirement plan! Can you explain the various plans available?

A.  A good retirement plan can be an essential weapon in your arsenal for accumulating wealth. I will go out on a limb...Every business owner with taxable income from some source (whether from the business or not) should have a retirement plan to help defer taxes and to accumulate savings tax free! We can help design the PERFECT plan for your business and your circumstances. Give us a call so that we can discuss this!

Q.  What is a reasonable wage for S corporation owners?

A.  Ideally, the best way to set pay is to use an amount comparable to an individual being paid similar rate in your industry. Otherwise, we use a standard rule of 50\50. Basically, 50% of income available to owners should be taken as wages and the other 50% may be taken as dividends.

Q.  Do I need to visit your office to have my taxes prepared?

A.  It is not necessary to visit our office. Many clients utilize the mail, fax, and express services to send their information to us. In addition, email, faxing, as well as scanning information and attaching it to an email to us is very effective.  As a matter of fact, we deal with clients all over the world utilizing these methods.  For new clients, we encourage a meeting so that we can discuss your unique tax situation.