Our CPA firm doesn’t offer the following services:

1. Prepare a tax return if complete receipts and signed documentation aren’t included for providing backup support for income and expense amounts. This includes auto mileage logs. A handwritten listing of income and expense amounts without documentation is insufficient.
2. Compile tax information when unorganized annual receipts and paperwork are brought to us in a box, large envelope, or shopping bag. Your bookkeeper can help you to compile and categorize your receipts.
3. Comply with any request that would compromise our professional ethical standards of honesty, integrity, or due diligence that are required by the CPA profession.
4. Audit annual company financial statements for a third party such as a bank or government agency.
5. Utilize “creative accounting” that uses unethical methods to understate income or overstate expenses in an effort to reduce tax liability.
6. Sell or recommend any investment or insurance products or receive any financial commissions.  Also, we won’t prepare a tax return that includes the sale of Bitcoin transactions.
7. Sign off on a tax return that includes false or missing information, including incomplete, undocumented, or made-up numbers.
8. Prepare a tax return involving foreign or international tax issues.

For more information about our services, please contact us today at (727) 391-7373.