When should I contact a professional?
As soon as you start to think about your business, one of our financial specialists can help you take the next steps. We can discuss your business's organization, tax purposes and operations, along with KPIs, target pricing and profit margins.
How can I know which accountant or specialist is right for me?
Does your professional return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right person, the answers should be a resounding "Yes!"
What are my options for raising money?
Get some impartial advice from a professional before you consult the bank. A bank will want to see a strong business plan and organized records. Let us help you get ready for your business's next step!
How long should I keep my tax records for?
The IRS states you should keep your records for 3 years from the date you filed your original return OR 2 years from the date you paid the tax, whichever is later. If you file a claim for a loss from worthless securities or bad debt deduction, you should keep them for 7 years. You should know: in the event of fraud, the IRS can go back indefinitely.
What is the filing deadline to file my taxes?
For Tax Year 2023, the deadline to file and pay your taxes is April 15, 2024 for individuals.
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For certain organizations, the filing deadline may be different. Don't hesitate to call us today if you are unsure and need to confirm!
When are estimated tax payments due?
Estimated tax payments are due on the following dates of every year:
April 15 (1st)
June 15 (2nd)
September 15 (3rd)
January 15 (4th)