“Statement of the Future” Addresses the new Statement on Standards for Accounting and Review No. 21 (SSARS 21), which clarifies and revises the existing standards for reviews, compilations and engagements by accountants in public practice who prepare financial statements for clients. Published in the January/February 2015 issue of California CPA Magazine.
A simple 3-step onboarding process
After submitting your request, we review the information and then follow up via email to submit the necessary tax documents. Then, we'll schedule a time for your initial planning call.
In this meeting, we'll review your situation and determine where and how we can add value. We'll discuss which services may align best with your current & future needs.
After meeting & reviewing your situation, we prepare a multi-page proposal that shows you your potential tax savings & the different strategies we recommend.