Sunday, September 24th, 2017
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FAQ

We are thinking of changing our CPA and would like to meet with you. What is the first step?
How do you charge for your services?
How long does it generally take you to complete a personal tax return?
Do you provide your tax clients with a booklet to help them organize their information?
Are you available during the year to help us with situations or questions that may arise?
My business and I are not located near Westlake Village. Can you still help us?

We are thinking of changing our CPA and would like to meet with you. What is the first step?
We suggest that you call or email us to set up an appointment for a complimentary 30 minute consultation to determine if a relationship is appropriate. We have enjoyed long-term relationships with our clients, and would like to develop that type of relationship with a new client.
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How do you charge for your services?
We charge an hourly rate for our services. We will discuss our fees with you prior to commencing any work.
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How long does it generally take you to complete a personal tax return?
Assuming that you provide us with all of the required information, we generally complete the tax return within a few days. Please note we strongly suggest that you provide us with your information as soon as possible once you have received all of it.
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Do you provide your tax clients with a booklet to help them organize their information?
Yes, every January we send our clients tax organizer booklets which include all of the information from the previous year already filled in. Our clients find the booklet very helpful, and use of the booklet reduces our time spent on preparing the tax return.
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Are you available during the year to help us with situations or questions that may arise?
Yes, we are always available to help you with situations or questions that may arise throughout the year.
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My business and I are not located near Westlake Village. Can you still help us?
Yes, we can. We have clients throughout the country, and in fact our largest clients have never been to our office. With current technology, it is common to work efficiently even though we are not sitting across from each other. For example, our QuickBooks clients send us their QuickBooks file electronically, we work on it, make whatever changes are necessary, and return the file to them electronically. This approach is efficient and has been very successful for our clients.
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