Q) Who is a Certified Public Accountant (CPA)?
A) The CPA designation distinguishes licensed accounting professionals committed to protecting the public interest.
In business and industry, CPAs offer organizations around the world tax, financial reporting and advisory services to drive strategic decision-making and foster growth and success.
To earn the CPA license, accounting professionals must have extensive education—at least 150 hours—pass a rigorous four-part exam and meet experience requirements.
Q) Who is an Enrolled Agent (EA)?
A) An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.
Q) If I have a small business, what documents do I need to get my taxes done?
A) The filing period financial statements; the last or prior year income tax return (including state and local); organization formation documents; fixed asset schedule; copy of loan and lease agreements; copy of buy-sell agreements; copy of benefit plan documents.
Q) What if I’m a small business owner and I don’t have financial statements?
A) We can engage with you to prepare financial statements, and offer bookkeeping service for your business throughout the year.
Q) I am an individual, what documents do I need to get my taxes done?
A) All your W-2s or other income documents (1099s, 1099-INT, 1099-DIV, 1098-T, etc) for the filing period; your last year’s income tax returns (including state and local) (if available); personal financial statement; investment statements (retirement & other); copy of insurance policies; copy of loan documents; copy of wills and estate documents.
Q) How can you help me with my back taxes? What documents do I need to bring?
A) Bring all recent notices provided to you by the IRS, and we will do a free 1/2 hour consultation to assess your situation and determine the steps we need to move forward with your case or representation.