PPP Loan funds should be used for payroll, mortgage interest, business rent, and business utilities. Economic Injury Disaster Loan proceeds can be used to pay for our services as an ordinary and necessary tax-deductible business expense.
We are currently not meeting in our office to keep our staff and clients safe. We now offer all of our services virtually through Zoom. Once you set up a meeting, you will receive a confirmation email that includes the Zoom link.
We do not offer guarantee because it gives people an option to fail and back out. The reality is that we both have to work at this to make this successful. We are going to need information and decisions from you, and it is going to take both of us to make it work.
You have my word that if you show up and get me everything I need in a timely manner, we will be there to support you 100%.
Tax planning is the proactive process of looking at your personal life, your business, your financial goals, and over 70,000 pages of tax code to legally reduce your taxes every single year.
Charging hourly is not the business model we recommend. We offer transparent pricing so that you know what you are going to pay even before you start working with us. We are result-driven and want to make sure the investment in working with us will result in savings for you.
Most accountants only focus on preparing your tax returns at year-end and only talk to you once a year. Hence, majority of people overpay in taxes. We choose a different approach, take a step back, and work with you to figure out how to save your business the maximum amount of taxes each year.