Frequently Asked Questions

As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business's structure, compliance and operations, along with your business plans and strategy.

Your accountant must have knowledge of your industry.  If you are or work with primary producers we can talk your language.

We provide a comprehensive range of accounting and financial services, including:

· Tax Planning and Preparation

· Financial Statement Preparation

· Bookkeeping Services

· Business Consulting

· Payroll Services

We do not offer audit or assurance services.

The required documents depend on the services you need. Generally, for tax preparation, you will need:

· Previous year's tax returns

· Income details

· Expense receipts

· Investment income statements

· Any other relevant financial documents

We take confidentiality very seriously. Our firm adheres to strict data security protocols, including encryption, secure file storage, and confidentiality agreements. Your information is always handled with the utmost care and discretion.

Switching to our firm is easy. We'll handle the transition process, including contacting your current accountant to transfer necessary documents and information. Our goal is to make the process as smooth and seamless as possible.