Our Mission...   In addition to maximizing your tax savings, we also work to  protect and preserve your profits through a variety of  investment and tax planning ideas........

 

Take a few moments to answer our questionnaire to learn how to select and work with the best tax accountant for you!

 

How to Select and Work with an Accountant 

 

Please Answer 'Yes' or 'No' by checking the appropriate box.

1. Do you use an outside accountant for your business?
2. If so, is your accountant a certified public accountant?
3. Do you think your accountant is concerned about your business?
4. Are you satisfied with the services rendered by your accountant?
5. Does your accountant suggest improvements in the operations of your business?
6. Does your accountant discuss and review matters about your company that are outside of your financial records?
7. Do you seek the advice of your accountant for the most general business matters?
8. Does your accountant stress tax planning?
9. Are you aware of your income tax liabilities within sufficient time to prepare for payment of the taxes?
10. Are your tax returns prepared and filed within the specified time periods?
11. Does your accountant provide you with sources for a banking relationship?
12. Is your accountant readily available by telephone?
13. Would you recommend your accountant to your business associates?
14. Do you think your accountant is adequately staffed?
15. Are you considering engaging a new accountant?
16. If an accountant placed a display ad in a newspaper, would you be interested in contacting that accountant for utilization of his services?
17. What do you think your accountant could do to improve his services to you?