Help & FAQs

Frequently Asked Questions

Get clear, direct answers from our senior CPAs on filings, audit defense, and fees.

Upcoming IRS Tax Deadline Approaching Ensure your quarterly projections or corporate extension filings are submitted on time to prevent IRS penalties.

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What documents do I need for my initial CPA review?

We typically review your last 2–3 years of filed federal and state returns, current year P&L statements, W-2s, 1099s, and any correspondence you have received from the IRS or state department of revenue.

How does the S-Corporation salary optimization work?

An S-Corporation allows owners to split earnings into W-2 reasonable salary and shareholder distributions. Shareholder distributions are exempt from the 15.3% self-employment tax, often generating $8,000–$25,000 in annual tax savings.

Do you represent clients outside of New York?

Yes. As federally licensed CPAs and Enrolled Agents, we represent individual and corporate clients in all 50 states and US expats internationally.

How fast can you respond to an active IRS audit notice?

We initiate representation and submit Form 2848 (Power of Attorney) to the IRS within 24–48 hours of engagement, halting direct contact between IRS agents and you immediately.

Have a specific question not covered here?

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