top of page
FREQUENTLY ASKED QUESTIONS
The Answers You Need
WHAT ARE THE DIFFERENCES BETWEEN AN ACCOUNTANT, A CPA, AND A BOOKKEEPER?
Bookkeepers, accountants and certified public accountants (CPAs) all work with businesses' financial data. Bookkeepers record when a company receives pays or owes money. Accountants provide more in-depth analysis than bookkeepers. A CPA or certified public accountant is an accountant with a state license.
HOW LONG SHOULD I KEEP MY TAX RECORDS FOR?
Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.
WHAT ARE YOUR SERVICE FEES?
All of our fees vary per service. Please call our office for more in-depth price offering.
WHERE IS MY REFUND?
bottom of page