Frequently Asked Questions
What are the differences between an accountant, a CPA, and a bookkeeper?
Firstly, a bookkeeper enters and maintains daily records of a company's financial transactions. They assist in billing/invoicing for goods and services provided, paying suppliers and accounts payable, and handle payroll tasks. The bookkeeper's records is then handed over to an accountant to be analyzed. Once the accountant has analyzed the data, they are able to offer business owner financial projections, and advise them on growing profit margins. A CPA is an accountant certified in their high level of expertise and who has passed a certification exam. Certification is obtained for a particular state, so the CPA can assist both businesses and individuals file tax returns, while using financial data to advise towards future growth.
How do I e-sign my individual tax return electronic authorization forms?
Once your tax return is complete and ready for signature, we will send you an electronic signature request through our Firm360 Client Portal using Adobe Sign.
Each taxpayer who is required to sign will receive an email letting them know their documents are ready for signature. Simply follow the link in the email and the prompts to review and electronically sign the required e-file forms.
Once all required signatures are completed, the signed documents will automatically be returned to our office so we can proceed with electronically filing your tax return.
How long should I keep my tax records for?
We generally recommend keeping tax returns and supporting documents for at least seven years. Records related to property, investments, and business assets should be kept for as long as you own the asset and for at least seven years after it is sold or disposed of.
What are our service fees?
Our fees are based on the services you need, the complexity of the work, and the expertise and resources required to complete it. After a brief review of your needs and information, we can provide a customized quote for the services you’re looking for.
How can QuickBooks accounting software help my business?
Using QuickBooks as your accounting software can help keep your business finances organized, accurate, and up to date. Our certified QuickBooks professionals can assist with setup, training, cleanup, and ongoing bookkeeping support to help you get the most out of QuickBooks. Contact us to learn more about our QuickBooks services and pricing.
What is Rightworks?
Rightworks provides secure, cloud-based access to QuickBooks Desktop, allowing you to access your QuickBooks company file remotely from virtually anywhere. It combines the familiarity of QuickBooks Desktop with the flexibility of cloud access while helping keep your financial data secure and protected..