As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business’s organization, tax purposes and operations, along with target pricing and profit margins. 

Get some impartial advice from an accountant before you consult the bank. A bank will want to see a strong business plan and organized records. 

Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? Is your accountant operating transparently with you? With the right accountant, the answers should be a resounding “Yes!”

We are now using Dropbox to share files and information with our clients. We have decided to use implement it as it provides features like password-protected sharing links, granular control over file permissions, and end-to-end encryption, ensuring that only authorized individuals can access sensitive information. 

If you need to create an account with Dropbox, here are a few steps to get you started:

New clients please use the New Client Portal Request on the home page. You will be granted access to secure folder for obtaining your documents.

If you already have an account with Dropbox and would like to share files with us, here is a few steps to get you started sharing:

Sharing Files Between Dropbox Accounts

1. Create a Shared Folder: Create a new folder in the source account and share it with the target account’s email.
2. Move Files: Move the files you want to share into the shared folder.
3. Access Files: Log in to the target account and access the shared folder to download or move the files.

To check the status of your tax refund, you can use the IRS’s “Where’s My Refund?” tool. This tool allows you to track the progress of your refund and get an estimated date of when you can expect your money.

• Go to the IRS Website: Open your web browser and go to irs.gov.
• Find “Where’s My Refund?”: Look for the link to “Where’s My Refund?” on the IRS homepage.
• Provide Information: You’ll need your Social Security number (or ITIN), filing status, and exact refund amount from your tax return.
• Check Your Refund Status: The tool will show you the status of your refund, such as “Return Received,” “Refund Approved,” or “Refund Sent.”
• Wait for Your Refund: If your refund has been approved, it may take a few days or weeks to reach your bank account or arrive by mail.