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Don’t approach your finances in the dark. Learn what you need to know to help you make the best decisions about your money.
Yes! However, in order to accurately prepare your taxes, we will still ask that you complete our annual questionnaire (to make sure we do not miss anything and to honor our due diligence requirements with the IRS), and we will ask that you sign our engagement letter. Why? Because the engagement letter spells out our mutual expectations of one another.
We will provide you with a paper copy of your return at the time of preparation. We can also upload an electronic copy to our portal. If additional copies are required at a later date, we will be happy to provide them for you, but we will charge a service fee of $25 per year, regardless of the method of delivery.
Why? This is to cover the time associated with processing your request, verifying your identity, and, in the event the return is to go to a third party, obtaining your signature authorization in accordance with Internal Revenue Code.
At Kyle P. Nagy, CPA, we understand that everyone’s financial and taxation needs are unique. That’s why we offer a free initial consultation to discuss your situation and come up with a customized approach to your tax filing and accounting needs.
Most personal tax returns will cost between $300 and $600. This is an estimate, and the price will vary based upon complexity. We are proud to offer competitive rates and flexible payment plans to ensure that our services are accessible to everyone.
Although it is possible to do your taxes without the help of an expert, it can be a complicated and time-consuming process. At Kyle P. Nagy, CPA we offer full-service tax preparation services to help you save time and get the most out of your tax return.
Our experienced team of CPAs and tax professionals is knowledgeable in all areas of taxation and can provide sound advice on filing options and deductions. We also offer year-round assistance for business owners to ensure that their taxes are prepared correctly and in compliance with all legal and tax regulations. If you are looking for a reputable tax preparer, look no further than Kyle P. Nagy, CPA.
Yes! We can help you complete any tax unfiled tax returns back as far as you need to go! Generally, the IRS is only looking for the past 4 years, but if you need to do an Offer In Compromise or discharge the taxes in bankruptcy, all returns need to be filed.
An IRS notice means that you are being audited. It will outline the specific areas that are being examined and will request supporting documentation. An audit can be triggered by anything from a simple mathematical error on your return to discrepancies between your reported income and what the IRS has on record.
If you have received an audit letter, Kyle P. Nagy, CPA offers IRS audit representation for small business owners and individuals. We will work with you to gather the necessary documentation and build a strong case to support your position. Contact us today to schedule a free consultation.
There are many options: installment agreements, paying by credit cards, creating an offer in compromise, or even being considered currently not collectible. The most important thing to do is a file, and then arrangements can be made to pay if needed.
If your business is too small to hire an in-house accountant or you simply don’t have the desire to do it yourself, you should consider outsourcing the task. While QuickBooks is used by many small business owners, the software can be more complicated than first realized. By outsourcing your accounting, you free yourself to focus on other aspects of your business.
Pricing for our monthly accounting services varies by your company’s needs. It is not based on the size of your company, but rather on your company’s accounting activity and the complexity of your financial statements.
Our customer service sets our firm apart. We make it our priority to reach out to clients on a consistent basis because we care about the success of your business. Our experienced team of accountants also provides proactive business advice and tax planning, allowing you to maximize your profits.
An outsourced CFO is an individual who serves as a finance leader outside of your organization and the financial expert for your business. Think of this service as hiring a CFO to help you make the best decisions for your company’s financial health.
Partnering with an outsourced CFO firm can often save time and money as they usually keep a variety of highly-experienced CFOs with a wide range of industry and project experience on their staff. This allows them to best meet virtually any client’s needs
While you’ll have a primary CFO with whom you work, most CFOs within these organizations will collaborate on difficult problems. This means by default you gain access to multiple great finance minds for less than the cost of an in-house CFO with equivalent experience.
It also means that should there ever be turnover (which is unlikely in higher-end CFO firms), you won’t have a lag in service during which you’d seek candidates, hire, and train a new CFO like there would be if you lost a freelancer. Since your agreement is with the CFO firm and not the individual CFO, you can expect little or no disruption of service for training or onboarding time as the previous CFO’s duties are taken over by the new CFO.
You should consider hiring a fractional CFO when your company is experiencing significant growth and you need help managing your finances and making strategic decisions about where to allocate your resources. If your business is growing at an unprecedented rate and you need help staying on top of your finances, Kyle P. Nagy, CPA is one of the best CPA firms near me that offers fractional CFO services.
Choosing the right entity for your business is an important decision that will have long-term implications. The type of business entity you choose can influence how profits are taxed, the amount of paperwork required, and the level of personal liability you face as a business owner.
At Kyle P. Nagy, CPA, we know that there’s no one-size-fits-all solution when it comes to business entity formation, so we’ll take the time to review your individual circumstances and provide you with personalized advice. Whether you’re looking for help deciding between an LLC or a corporation, or want expert guidance on forming a partnership or sole proprietorship, Kyle P. Nagy, CPA is one the best CPA firms entrepreneurs can trust.