FAQ

What is your security protocol to keep my personal information safe?

We use an encrypted, cloud-based document sharing platform that allows us to securely send and receive private documents. Additionally, we are always running on the most up-to-date industry standard anti-malware and anti-virus software. 

What is your document retention policy?

Our records are securely maintained for 7 years per IRS guidelines, at which point they are properly disposed of, according to industry standards. It is ultimately the responsibilty of the taxpayer to keep original documents and copies of their yearly tax returns. 

Who do you mainly work with?

We work with a variety of people, ranging from individuals and couples to small business owners and entrepreneurs.

What small-businesses do you have experience with?

We have helped many business owners in the restaurant/bar industry, professional services, painters and contractors, hairdressers, book retailers, cosmetologists, funeral homes, biotech R&D, and more. 

What does an initial consultation cost?

We offer free consultations! Schedule a time to talk with us. Tell us your situation and we’ll advise you on the next steps. 

Do you work with people who deal in crypto-currency?

We can offer tax services to people who deal in many types of investments – including crypto-currency! We can advise you on the tax consequences of these investments and offer tax preparation services. 

Do you offer financial planning services?

We are delighted to partner with Silver Financial Service for all financial and retirement planning matters.

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