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 HOW WE WORK WITH YOU
We strive to meet our client’s needs whenever and wherever they need us. We operate in a paperless office environment so that we can manage our client files from anywhere in the world. |
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How We Work With You
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Income Tax Services Paperless returns electronically filed with an encrypted PDF file e-mailed to the client. A writeable CD can be given to the client. The CD includes a scanned copy of the client’s source documents (W-2 forms, 1099s etc) as well as a copy of the client’s siness and personal tax returns. For those who request it, a paper copy of their income tax returns is always available. Accounting Services Consistent with our paperless office environment, we can correspond with our clients via e-mail and though the use of scanned documents. We work with most of our clients bank accounts through the “read only” feature of electronic banking. Some clients prefer to drop-off and pick-up their accounting work. This option is always available as well as our ability to have work dropped-off directly to the client’s home or office. Many small business clients cannot afford to have an in-house accountant or comptroller. One of the members of our accounting staff can be placed in a client’s business on a permanent, part-time basis to pay invoices, send out billings, write payroll, reconcile bank accounts and pay federal, state and county taxes. There is not an accounting function one of our staff cannot handle. To insure consistency and reliability, both the partner in charge of your account and our staff member will be familiar with the account so that there is never a break in service due to an illness or change in job status. Management Consulting Services We offer three different ways in which our clients can obtain these services. Since consulting services require that we understand the client’s needs or problems, assimilating data and obtaining the answers to a number of questions, are the first steps. Clients can hire our firm to provide services on an hourly fee basis, a fixed fee basis or through our 1-day consulting session. Each fee method requires a slight change in how information is gathered. We have built an interactive portion to our website so that clients can minimize the time they spend getting ready for the actual management consulting sessions which allows for greater maximization of the fee dollars that a client spends. Please speak to one of the partners for what best fee/consulting arrangement will work for you. |
