Our Frequently Asked Questions
At this point we are only accepting new clients if you have estate or trust related tax needs or if you come via a referral.
A: It will depend on what you want us to do for you. As a tax client, we will want to see copies of your most recently filed income tax returns – preferably the last 3 years. If you are a new business client, we will also want to see copies of your most recent financial statements.
Depending on the type of engagement we are undertaking, we may also want to see your wills and estate plans, business agreements, insurance documents, investment and bank statements, employee benefit statements, divorce or separation agreement, and anything else you think might be relevant. We will make a list of additional items needed after the first meeting.
Please look at our Pre-Appointment Checklist for more info.
A: We accept client tax information on a first-in first-out basis each year. Our work flow provides a faster turn-around time the earlier information is received. We strive to analyze and process all returns in a timely manner and will always keep clients abreast of the status of their work. If we cannot complete the return by April 15th we will file an extension.
A; Yes. We do request however that you contact us to schedule a brief meeting to discuss your material.
A: We understand the importance of keeping your data secure. We store all of our data in the cloud; none of your data will be stored on servers, computers or laptops that can be easily stolen or made inaccessible. Our storage is managed by a firm that is solely focused on data storage for CPA firms in an SOC compliant data center.
We have significant controls over our data with reliable 24/7 access and support. Backups are conducted daily to a separate offsite secure center to ensure we don’t lose your important information due to an unexpected disaster.
A: We are here for you twelve months a year, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to give us a call 410.418.9111.
A; We are available during normal business hours, 8:00am to 5:00pm, Monday through Friday. We will consider making special arrangements for an appointment outside of normal business hours if necessary.