As soon as you start to go into unfamiliar territories that you prefer to have help with.
We have a social media presence where the owner frequently discusses tax situations & tax implications. Please view the social media links at the bottom of the website page to follow. Most of our postings go on the company's facebook page and owner's tiktok account. Long form content can be found on Youtube. We have also created a Facebook group named: Business Tax and Estate Planning Where people can join to get specific questions answered by Tyler and other professionals.
If your situation is constantly growing and evolving, year around consulting is probably right for you. Getting a CPA on your side can produce a wonderful amount of savings on opportunity costs. If you feel you are going to have alot of misc. questions/changes occur, on going consulting will help you not have to worry about a "per consult" fee.
If tracking the inflows and outflows of your business accounts is taking up to much of your time. It may be time to outsource your bookkeeping. If you feel more comfortable having a professional do your books, then do not hesitate.
Mostly all services can be done remotely. You no longer need to have any in person interactions if you do not desire one. We have a secure electronic document transmission software that allows us to safely and securely exchange documents & signatures online. Using other methods of communication like video chat allows us to have the same interactions without the worry of scheduling an in person meeting.
Most states will allow us to engage with clients outside of Michigan depending on the service provided. Typically the only services we cannot offer to out of state clients are attest services which consist of but are not limited to, compilations, reviews, and audits.
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