FAQ - David Barritt, CPA | Tax & Bookkeeping Questions

Question 1

What documents do I need to bring for tax preparation?

Accepted Answer

You'll need your W-2s or 1099s, Social Security numbers for all family members, last year's tax return, records of any deductions (mortgage interest, charitable donations, medical expenses), and any investment or retirement account statements. The more organized your records, the smoother the process.

Question 2

How early should I schedule my tax appointment?

Accepted Answer

We recommend scheduling as early as January to ensure you get your preferred time slot. Tax season gets busy quickly, and early filers often receive refunds faster. We accept appointments year-round for amended returns and tax planning.

Question 3

Can you help if I have multiple years of unfiled returns?

Accepted Answer

Yes. We have extensive experience helping clients get caught up on unfiled returns. We'll work with you to gather the necessary records, prepare the returns accurately, and help you understand any obligations or options for resolving outstanding balances with the IRS.

Question 4

What is tax planning and why does it matter?

Accepted Answer

Tax planning is the proactive process of reviewing your financial situation throughout the year to minimize your tax liability legally. Rather than reacting at tax time, we identify strategies — such as retirement contributions, timing of income and deductions, and entity structuring — that reduce what you owe before the year ends.

Question 5

When is the best time to start tax planning?

Accepted Answer

The best time is now — ideally well before year-end. Many tax-saving strategies must be implemented before December 31. However, planning is valuable at any point in the year. We offer mid-year reviews to assess your current position and recommend adjustments.

Question 6

Do you work with small business owners on tax planning?

Accepted Answer

Absolutely. Small business owners have unique planning opportunities including retirement plan contributions, home office deductions, vehicle expenses, and entity structure optimization. We tailor strategies to your specific business type and goals.

Question 7

What bookkeeping services do you offer?

Accepted Answer

We provide monthly bookkeeping, bank and credit card reconciliation, accounts payable and receivable tracking, payroll processing, financial statement preparation, and QuickBooks setup and training. Services are tailored to the size and complexity of your business.

Question 8

How often will my books be updated?

Accepted Answer

We offer weekly, bi-weekly, or monthly bookkeeping depending on your business volume and needs. Most small businesses find monthly bookkeeping sufficient, while higher-volume businesses benefit from more frequent updates to stay on top of cash flow.

Question 9

Do I need to switch accounting software to work with you?

Accepted Answer

Not necessarily. We work with QuickBooks Online, QuickBooks Desktop, and other common platforms. If you're not currently using accounting software, we can recommend and set up the right solution for your business.

Question 10

How do I get started?

Accepted Answer

Simply reach out through our contact form or call us directly. We'll schedule an initial consultation to understand your needs, review your current situation, and recommend the right services. There's no obligation and no pressure.

Question 11

Do you work with clients remotely?

Accepted Answer

Yes. We work with clients both in-person and remotely. Documents can be shared securely online, and consultations can be conducted by phone or video call. Many of our clients prefer the convenience of remote service.

Question 12

How much do your services cost?

Accepted Answer

Fees vary depending on the complexity of your return or the scope of bookkeeping services needed. We provide transparent pricing upfront after an initial review of your situation. Visit our Pricing page or contact us for a personalized quote.

Frequently Asked Questions

Tax Preparation

Tax Planning

Bookkeeping Services

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