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Frequently Asked Questions

When should I contact an accountant?

As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.  

What are my options for raising money?

Get some impartial advice from an accountant before you consult the bank. A bank will want to see a strong business plan and organized records. Let us help you get ready for your business's next step!  

How can I know which accountant is right for me?

Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"

resources you need

2022 Form 1040 (pdf)

Download

Employee's Withholding Certificate W4 (pdf)

Download

Form W-9 (pdf)

Download

Form 4506-T (pdf)

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