Yes, we often work as part of a client's financial team, coordinating with attorneys, bankers, and financial advisors to ensure a cohesive strategy. This collaboration ensures that all aspects of your financial life are aligned and working towards your goals.
Advisory services offer strategic insights into your business's financial health, helping you make informed decisions about growth opportunities, risk management, and operational efficiency. By analyzing financial data and market trends, we can identify areas for improvement and growth.
Before our meeting, gather relevant financial documents such as tax returns, financial statements, and any records of major financial transactions. Having a clear understanding of your financial goals and any specific questions will also help us provide targeted advice.
If you're solely looking to file your taxes, tax preparation services may suffice. However, if you're seeking guidance on financial planning, business strategy, or complex tax issues, advisory services can provide comprehensive support tailored to your needs.
All CPAs are accountants, but not all accountants are CPAs. CPAs have met specific state and education licensing requirements and passed a rigorous CPA exam, qualifying them to perform more advanced accounting duties and comply with all regulations set forth by the IRS.