As a certified public accountant, Jeff offers his clients the following assistance:

  • Tax preparation and compliance
  • Tax planning
  • Business loan compliance
  • Preparation of reviewed or compiled financial statements
  • Business planning and forecasting
  • Succession and perpetuation planning

When should you call a CPA?

  • When you are planning for growth of your business
  • When you introduce new products
  • When you change policies in how you treat clients
  • When you have dynamic changes in how you do business
  • When you are preparing your business for sale
  • When you are preparing to pass your business on to your heirs or partners

How to work with a CPA

Here are some things you can do to get the most out of your money and time spent with your CPA:

  • Be prepared with your goals and objectives of what you want the CPA to do for you.
  • Have a list of questions and clear ideas of what you want to accomplish.
  • Gather all the documents and information you think you may need before meeting with your CPA.
  • Keep your CPA up-to-date on life changes: marriage, divorce, children, expanding business, giving business to an heir, etc.
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