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What We Do

... and what we don't do

Just as important as telling you what we can do is a list of services we either don’t do, don’t offer, or don’t really specialize in. As mentioned elsewhere on our website, we focus on Businesses that have a schedule C or Schedule E and/or are structured as Corporations, Partnerships, or Trusts.

BASIC TAX RETURN PREPARATION

DO: Personal return preparation for clients with a Schedule C, E, or K1 from their corporation, partnership, or trust return that we prepared. Or a current client’s dependent to ensure they are properly claimed on both returns to avoid an IRS reject. DON’T: Basic personal tax preparation with no self-employment or rental income.
If your returns are straightforward (1040, 1040A, 1040EZ), we should not be your first stop.
In fact, we only prepare these returns for clients and their family that fit the business criteria listed above as a full service offering to them.

AUDITS, REVIEWS AND COMPILATIONS

DO: As part of our 3-Tier Accounting Packages, we send QuickBooks reports on a yearly, quarterly, or monthly basis based on package level. DON’T: Financial statements
We have chosen not to be in the business of providing this service, and if you need 3rd party financial statements you need to go to another company that does this. We focus on tax planning and profit planning advisory services, and that choice means we are not independent enough to provide these services.

By the way, if you have a mortgage company that says they want your profit and loss on a “CPA letterhead,” they are asking for, at a minimum, a compilation which even if we choose to do it would be a significant fee by any CPA due to the regulations in place for preparing such. So please don’t ask!

RECEIPTS. *NO RECEIPTS*

DO: For our bookkeeping clients signed up for one of our 3-tier accounting packages, we can set up integration with ReceiptBank that lets our clients snap photos of their business receipts, categorize them, and link them to their QuickBooks Online account. DON’T: We DO NOT accept Receipts; no exceptions (see ReceiptBank integration at left)
We expect our business clients to keep records in an organized fashion.
An organized fashion means at a minimum any of the following:
Backup copy of your QuickBooks Desktop
Access to your QuickBooks online account
Any other accounting system which allows you to provide us with a profit and loss report and balance sheet.
List of expenses already compiled in annual totals
Please do not try to give us monthly totals or “stream of consciousness” notes scribbled on handwritten paper that we cannot follow.
Giving us a pile of receipts does not work and means you need bookkeeping services and should have asked us to do this during the year for you, not at tax time.

MONEY MANAGEMENT

DO: Advise you on ways to minimize your taxes through proactive tax planning. DON’T: Advise you how to invest or manage your money.
As a trusted advisor, we are frequently asked if we can help our clients with their investment needs. Investment advice is a totally different service. We are more than happy to team up with your current financial advisor or refer you to some we trust.

STAND-ALONE BOOKKEEPING

DO: Bookkeeping as part of our 3-tier accounting packages ONLY DON’T: Stand-alone Bookkeeping (see left)
By having us take care of your books, it ensures we have all of your business income and expenses and can help find more tax savings when we prepare your return. However, we do not offer a bookkeeping-only option. Bookkeeping services are only offered in conjunction with our tax preparation and planning services.

If you’d like more information about our services please schedule an appointment or call us at 508-853-3292/401-409-3193.

Services

Plan a Little ... Save a Lot!
TAX PLANNING

Unlike others who only “project” the tax you will owe (and call it a day). We take time to Proactively plan your tax strategy to save you tax dollars now and in the future.
Read the details in the following pages.

TAX COACHING

Our tax coaching program take the tax plan we develop  and guides you through the implementation and an ongoing review for additional tax savings strategies.

PROFIT FIRST COACHING

As a certified Profit First Professional, we will guide you in improving your bottom line so you keep more of the money your earn so you can pay yourself first!

Quick Tax Links

TRACK YOUR REFUND
Federal Return
Federal Amended Return

FORMS FINDER
IRS