What We Don’t Do

Our CPA firm doesn’t offer the following services:

  1. Preparation of a basic individual 1040 tax return. Instead, our specialty is tax preparation of business returns such as sole proprietorships, LLCs, partnerships, corporations, non-profit organizations, along with the owner’s individual tax return for the self-employed business owner, partner, or shareholder.
  2. Preparation of a tax return if receipts and signed documentation aren’t included for providing backup support for income and expense amounts. This includes auto mileage logs and charitable donations. Handwritten listings of income and expense amounts are insufficient.
  3. Compilation of tax information when unorganized yearly receipts and paperwork are brought in to us in a shoebox, large envelope, bag, or suitcase.
  4. Compliance with any request that would compromise our professional ethical standards of honesty, integrity, or due diligence that are required by the CPA profession.
  5. Performance of a financial statement audit for small businesses or non-profit organizations. However, we do offer audit preparation services to get your accounting records ready for an external CPA auditor or audit firm.
  6. Utiliization of “creative accounting” that uses unethical methods of reporting to understate income or overstate expenses on a tax return in an effort to reduce tax liability.
  7. Sales of any personal financial products, receipt of any financial commissions, or personal recommendations for investment purchases.
  8. Signing off on a tax return that includes false or missing information, including incomplete, undocumented, or made-up numbers.
  9. Preparation of tax returns involving foreign or international tax issues.

For more information about our services, please call our office at (727) 391-7373.