Financial Advisor

Frequently Asked Questions

Be In The Know


What are your service fees?

Fees vary with every client due to individual needs

What are the differences between an accountant, a CPA and a bookkeeper?

Although both CPA's and Bookkeepers are accounting professionals, a CPA's key role is to provide their client with financial advice, a bookkeeper's main function is to maintain, organize and record all financial transactions.

How long should I keep my tax records for?

According to IRS, keep records for 3 years from the date you filed your original return or 2 years from the date you paid your tax, whichever is later. There are some exceptions so please visit