Financial Questions

What do I do if I get a phone call or email from someone saying they are from the IRS and I will go to jail if I don’t send them money?

Don’t talk to them! The IRS does not make calls or send emails to taxpayers. If you do receive a letter from the IRS, our advice would be to contact a tax professional right away. An IRS agent will claim they will help you; however, they truly work for the IRS and not you. A [...]

What are the benefits to receiving advice?

We are not just here to put numbers on forms, but to look for ideas on how to increase your income, cut expenses, and decrease your tax liability. We do this by meeting with our clients multiple times throughout the year. Our goal is to be proactive. We don’t sit around and wait for you [...]

2019-10-22T11:55:09-05:00|

Why do I need advice?

Over our 20 plus years in business, we have discovered that small business clients are really good at what they do, but no one ever taught them how to run a business. One of our doctor clients once said “I spent four years in undergraduate school, four years in medical school and two years in [...]

2018-09-25T15:17:50-05:00|
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