Tax and Bookkeeping Services

Why a CPA Firm?

As a trusted business advisor, we are here throughout the year to answer your questions and concerns. Our goal is to design and implement strategies to help you meet and exceed your goals as a way to reduce your tax liability. We are here to advise and consult our clients throughout the year, as your income changes and as tax codes change. Working in conjunction with your investment advisor, banker, attorney, and others, we identify the long and short-term tax consequences of your spending, investments, and other financial decisions. Together we provide advice on the steps that you can take to save money and meet your financial goals.

CPAs are no longer just number crunchers and tax preparers. We are business and financial strategists, who help chart the paths of businesses and individuals. Clients turn to us for tax and financial planning services, investment advice, estate planning, and more.

Businesses utilize our tax and bookkeeping services to not only manage finances and taxes, but to also determine profitable new product lines, help diversify their investments, and to provide a variety of other consulting and business services.

Our staff of CPAs and QuickBooks ProAdvisors provide the highest level of services to our clients. Our staff has achieved various designations, which were all designed to help our clients achieve their goals.

Before you select a firm, make sure you consider the following questions:

• Do the firm’s CPAs hold active CPA licenses?
• Are your needs compatible with the firm’s personality and communication style?
• Does the firm have the experience you need?
• Does the firm require that the staff and the firm continually learn and implement the latest changes in our profession?
• Has the firm met the requirements of the Private Company Practice Section (PCPS) of the AICPA?
• Is the firm an active participant in the National Conference of CPA Practitioners (NCCPAP), the national organization for sole practitioners and smaller sized firms?

It is important to establish the firm and individual’s credentials before you utilize their services. You need to feel that they have integrity and honesty before you trust them with your financial information.

Hiring a CPA firm is often the start of a long-term relationship. You need a firm who will learn everything about your business from the inside out, who you can look to for providing advice on the best practices, and who will become the trusted advisor on major business and financial decisions/transactions.

Working with EP Caine & Associates CPA, LLC is a two way street, or in other words, a two way form of communication. We listen and you listen. Yet, there are a variety of things that you can do to get the most value out of your time and money spent with us. Before you contact us, prepare a list of goals and objectives that you would like both of us to accomplish together. Also have a list of questions and a clear idea of what you want us to provide for you.

Finally, as you live your life, whether it means getting married or divorced, having children, planning for your child’s college education, expanding your business, or reaching the point that you want to sell your business or transfer it to your family, keep us informed. Life’s events impact your personal goals, which impact your financial liabilities, so let’s work together to achieve your goals. Contact us to find out more about our tax and bookkeeping services.