Frequently Asked Questions

We get these questions a lot. Here are our best answers...

Can you guarantee your result?

As a CPA, I am not allowed to guarantee your result, but I can guarantee your satisfaction. If you are not happy with our service, let us know, and I will take all the necessary steps to resolve it, or I can refund you.

How much does your services cost?

Since no two business are alike, and we don't tell our clients to purchase something they don't need or want. Your investment to our relationship is based on your needs.

Does the discovery call cost anything?

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What should I expect on the call?

We will listen to your concerns, and let your know your options. And you can determine which option works best with you.

I already have a CPA, why should I work with you?

Great, that means you probably in compliance with IRS, but are you really saving money on taxes? I am more focused on helping my clients lower their tax liability legally.

Can you really help me save taxes?

It is easy to find out, give us a call. If we can help you, and we will invite you to work with us; if we cannot help you, we will let you know. You have nothing to loss by calling us.

How do you help me improve my business finance?

We are using our 3 step Proactive Financial Success Roadmap to improve your business.
1. Schedule a FREE Call, so we can assess your needs.
2. We make a plan with you, and execute on the plan.
3. Your accounting and headaches are gone.

I am a busy entrepreneur, I don't know if I have time to work with a new CPA?

If we invite you to work with us, we know we can help you. Do you believe your financial or tax situations will improve by themselves? In addition, we will do most the work, all you need to do is provide the information.

Can I do this myself?

Of course, you can do anything if you put your mind into it. But tax code is over 70,000 pages, and it changes every year. Is studying accounting and taxes best use of your time and energy?

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tax planning in Pennsylvania

This is the advice that I provided for my VIP Business Clients. In this report, I detail what are do and don’t when it comes to your accounting. 

Simply follows the guide, and it can save you hours to figure out what to do in your accounting.