Frequently Asked Questions

We focus on building relationships with our clients. Below are our most common questions, feel free to reach out to us if you don’t find your answer below.

What Documents do I need to bring for Taxes?

You are welcome to bring all of your documents in person or you can submit them securely using our online transfer software. Typically all W-2/1099 forms, 401k documents, and interest mortgage statements.

What makes you better than other accountants?

Crystal focuses on personalized services. It isn’t about the volume of clients but the quality of work provided. Working with her clients to come up with a plan to meet your goals and what you want to achieve.

Why switch from my current accountant?

While we can’t make that decision for you, we do encourage you to give us a try. Every accountant has a different way of handling clients. We always prefer the personalized approach. Clients are our family.

Why Would I File An Amended Tax Return?

You would file an amended tax return if you omitted income sources, dependents, deductions and other important items. By omitting such items can cause you to place yourself into a higher tax bracket. In other cases it may not be beneficial to file an amended return. Read more about an amended tax return.

What Are The Deadlines For Tax Returns?

April 15th is the general due date for income tax returns. Depending on the day of the week it falls it may be extended into the following Monday. For small businesses there are a variety of tax deadlines. You can pull a calendar directly from the IRS website. Small Business and Self Employed Tax Filing Deadlines.

Can I Contact You Throughout The Year?

Absolutely! We offer ongoing consultation throughout the year. If you have a question, give us a call!

What Accounting Software Should I Use?

For small businesses I strongly recommend Intuit’s Quickbooks. What I like most about them is their superior support and ease of use. In addition to keeping all of your business transactions organized it allows you to export the data and participate in online collaboration as needed.

When Should A Small Business Pay Taxes?

This will vary depending on the type of business you setup as well as how much revenue you will earn throughout the year. The general answer is you will make quarterly payments to the IRS. You will want to check with your individual state too, as there may be additional deadlines you must meet for filing. Most businesses will fall within these 5 common tax types: Income Tax, Estimated Taxes, Self-Employment Tax, Employment Taxes and Excise Tax. You can learn more on the IRS website.

What Payment Methods Do You Accept?

We accept all major credit cards. Mastercard, Visa, Discover and American Express. We also accept cash payments.

Contact Us

Whether you are requesting a quote, need an answer, or have feedback you would like to share; we invite you to use the contact form or use one of the methods below. Once submitted we will respond as quick as possible, usually within 48 hours.

M-F: 8am-5pm, S-S: Closed