FREQUENTLY ASKED QUESTIONS

The Answers You Need

WHAT ARE THE DIFFERENCES BETWEEN AN ACCOUNTANT, A CPA, AND A BOOKKEEPER?

Bookkeepers, accountants and certified public accountants (CPAs) all work with businesses' financial data. Bookkeepers record when a company receives pays or owes money. Accountants provide more in-depth analysis than bookkeepers. A CPA or certified public accountant is an accountant with a state license.

HOW LONG SHOULD I KEEP MY TAX RECORDS FOR?

Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.

WHAT ARE YOUR SERVICE FEES?

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WHERE IS MY REFUND?