frequently asked questions

  • What areas of Cape Cod & the Islands do you service?

    I serve clients across Cape Cod and the Islands, including Barnstable, Yarmouth, Falmouth, Sandwich, Chatham, Provincetown, and the surrounding towns.

  • What bookkeeping services do you offer for small businesses?

    The bookkeeping services include bank reconciliation, accounts payable and receivable management, financial recordkeeping, sales tax filing, and year-end financial reporting.

  • How often should a business update its bookkeeping records?

    I recommend updating bookkeeping records monthly to ensure accurate financial tracking, tax readiness, and better decision-making.

  • What is included in your payroll services?

    The payroll services include paycheck processing, direct deposit setup, tax with holdings, quarterly payroll tax filings, and year-end W-2 and 1099 preparation.

  • Do you prepare both personal and business tax returns?

    Yes, I prepare personal tax returns for individuals as well as business tax returns for sole proprietors, partnerships, LLCs, and corporations.

  • Can you help with quarterly tax filings for my business?

    Yes, I assist with all quarterly tax filings to ensure compliance and avoid costly penalties.

  • What documents should I bring for my personal tax return?

    Bring all W-2s, 1099s, mortgage interest statements, charitable donation receipts, investment statements, and any other income or deduction records.

  • Do you offer year-round tax support?

    Yes, I provide year-round tax services so you can get assistance with tax planning, filing, and adjustments whenever you need it.

  • How can outsourcing bookkeeping and payroll save me money?

    Outsourcing to a professional saves time, reduces costly errors, and ensures compliance, allowing you to focus on growing your business instead of managing paperwork.