• Frequently Asked Questions (FAQ)

Got Questions? We’ve Got Answers

We know taxes and accounting can feel overwhelming, that’s why we’re here to make it simple. Below, you’ll find answers to some of the most common questions our clients ask. Have a question that’s not listed? Reach out, and we’ll be happy to help!

General Questions

From tax preparation and bookkeeping to financial planning and advisory services, we cover it all. Whether you’re an individual or a business, we’re here to support you.

Explore Our Services

Absolutely! We specialize in industries like medical, cannabis, and real estate, but we also work with a broad range of fields, from agriculture to entertainment.

Industries We Serve

It’s easy! Give us a call or send us an email. We’ll set up a time to discuss your needs.

Contact Us Today

Tax-Related Questions

If you have a dedicated workspace in your home that you use exclusively for business, yes! Just remember, your couch or kitchen table doesn’t count.

If you earn over $600 through third-party payment platforms like Venmo or PayPal, you’ll receive a 1099-K form to report that income. Side hustlers, take note!

If you’re expecting a refund, you have up to three years to file without penalties. If you owe taxes, though, penalties and interest start accruing right away.

Business-Related Questions

Definitely! We assist with entity selection, business planning, and everything you need to get started on the right foot.

Tax planning strategies vary by industry and structure, but common tips include utilizing deductions, contributing to retirement plans, and managing your cash flow effectively. Let us craft a plan tailored to your business.

Yes! Employing your children can offer significant tax benefits, provided the work and pay are appropriate. It’s a win-win for your family and your business!

Client Tools

You can log in to our secure client portal here. It’s the easiest way to share documents, review reports, and stay connected with us.

Visit this Make a Payment page for simple and secure options.

Still Have Questions?

If you didn’t find the answer you were looking for, don’t worry, we’re here to help! Reach out to us directly, and we’ll get you the information you need.