Here are the answers to some of the most Frequently Asked Questions our firm receives.

The information found on this website is general in nature and may not apply to the reader's situation. Therefore, the reader should not rely on the information on this website alone. Give us a call today for more information.

Q. Nothing happens when I click on the Fin. Calculators link, does this link work?

A. Yes it does! This link opens in a new browser window, if nothing happens when you click the link, hold down the CTRL key while you click, a new window should open with the calculator types across the top, select one and calculate away!


A. Directions to our office along with a map are located on our "Contact Us" page. Feel free to call for more detailed instructions if necessary

Q. Can you help me with my investments?

A. We have a Certified Financial Planner on staff, as well as being well acquainted with a number of registered investment advisory firms in the area. We can set up an appointment with either our own CPF, or with one of the registered advisory firms who can help you determine your goals and the strategies that you are comfortable with. If you are pleased with the recommendations, we will assist you with the implementation of the suggested strategies.

Q. It seems like everyone and his brother (except me!) has a retirement plan! Can you explain the various plans available?

A. A good retirement plan can be an essential weapon in your arsenal for accumulating wealth. I will go out on a limb...Every business owner with taxable income from some source (whether from the business or not) should have a retirement plan to help defer taxes and to accumulate savings tax free! We can help design the PERFECT plan for your business and your circumstances. Give us a call so that we can discuss this!

Q. What is a reasonable wage for S corporation owners?

A. Ideally, the best way to set pay is to use an amount comparable to an individual being paid similar rate in your industry. Otherwise, we use a standard rule of 50\50. Basically, 50% of income available to owners should be taken as wages and the other 50% may be taken as dividends.

Q. Do I need to visit your office to have my taxes prepared?

A. It is not necessary to visit our office. Many clients utilize mail, fax, and our portal to send their information to us. As a matter of fact, we deal with clients all over the world utilizing these methods. For new clients, we encourage a meeting so that we can discuss your unique tax situation. Please DO NOT email confidential information in email body or as attachments!