What We Don’t Do

Our CPA firm doesn’t offer the following services:

  1. Preparation of an annual individual 1040 tax return for a non-business owner. Instead, our specialty is tax preparation of business tax returns for partnerships, corporations, and non-profit organizations.
  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. Handwritten listings of income and expense amounts are insufficient.
  3. Compilation of tax information when unorganized annual receipts and paperwork are brought in to us in a shoebox, large envelope, or bag.
  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. Utilization of “creative accounting” that uses unethical methods to understate income or overstate expenses 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.