FAQ’s
There are several options available to our clients. The first option is to e-mail your documents or for large size documents or if you do not feel comfortable e-mailing, use our SSL secure Client Portal. You will need to scan your documents first or have their PDF/JPG/TIFF copies. The second option is to fax them to our secure toll-free fax at 877-598-7658 or regular fax at 703-636-3312. The third option is to mail in your documents (we will credit your shipping cost on the final bill). The fourth option is to hand over your documents at our face-to-face meeting or drop them off with our receptionist.
While new clients are encouraged to meet with us in person for introduction and compatibility checking purposes, existing clients do not have to meet with us unless the nature of their project calls for a face-to-face interaction. We are very well equipped to conduct business remotely, with the help of Client Portal, Skype, GoToMeeting and DocuSign.
We routinely help a number of clients with their IRS and state tax authority problems. While we cannot always guarantee positive results, we can definitely devise a strategy that will help resolve your situation with the minimal damage to your wallet and reputation possible under the circumstances. We also work in the partnership with an experienced tax attorney who can always step in to help in especially difficult cases requiring legal help
As a part of our 360 degrees approach, we put you in touch with our partner CPA firm that does provide assurance services, such as audit and review. Our goal is always the same: to work with you and improve your competitive position in your market.
You can access this service directly from our business valuation partner firm. Their fees are fair and their professional capabilities are extensive.
Yes. Many of our clients have chosen that path. It enables us to build relationships that are closer to “working partnerships.” That, of course, makes it easier for us to better understand each client’s short- and long-term needs and goals and to tailor our services to better meet those needs and goals.