- Selection of the best entity (proprietorship, partnership, limited liability company, C corporation, or S corporation.)
- Appropriate registrations
- Accounting system setup
- Tax planning for the business and owner
- Tax returns
Step 1: Contact me. Email is usually the best way to reach me. Send me your phone number and best times to call; I’ll confirm the time via email and make sure I have time available for you without interruption. If you prefer, call me at (214) 415-2312, but note that during tax season, I’m often in meetings and can’t take your call immediately. Please leave a message and I will return your call as soon as possible. (And, if you are the person I’m meeting with, be happy I didn’t interrupt your time! ).
Step 2: Initial meeting. This is a brief, free of charge meeting where we discuss your needs, and ways that I can help you. If there are needs that I cannot address (for example, legal or insurance issues), I will provide referrals.
Step 3: Data gathering. Assuming we both decide to move forward, I will list items needed from you. (For example, last year’s tax returns, 1099s, etc.) This allows you time to find and organize your information so I can work more efficiently – which results in lower fees for you as well.
Step 4: I provide the initial service (for example, preparing your tax returns). During this time I may need to contact you to clarify information. Upon completion, I will send your completed work along with an invoice for services.
Step 5: Follow up. Completion of the tax return does not usually end the work for the year. I will send reminders of due dates if applicable, and be available for questions all year.
CPAs, like all providers of personal financial services, are required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we as a profession have always protected your right to privacy.
Types of Nonpublic Personal Information I Collect
The firm collects nonpublic personal information about you that is either provided to the firm by you or obtained with your authorization.
Parties to Whom I Disclose Information
For current and former clients, I do not disclose any nonpublic personal information obtained in the course of my practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to my employees and, in limited situations, to unrelated third parties who need to know that information to assist in providing services to you. In all such situations, I stress the confidential nature of information being shared.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
The firm retains records relating to professional services that I provide so that I am better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, I maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please call if you have any questions, because your privacy, my professional ethics, and the ability to provide you with quality financial services are very important to me.