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Conference Room

THE HELP CENTER

All You Need To Know

WHAT ARE THE DIFFERENCES BETWEEN AN ACCOUNTANT,  AND A BOOKKEEPER?

Bookkeepers and accountants sometimes do the same work. But in general, a bookkeeper’s first task is to record transactions and keep you financially organized, while accountants provide consultation, analysis, and are more qualified to advise on tax matters.

HOW LONG SHOULD I KEEP MY TAX RECORDS FOR?

The six-year rule refers to six years from the end of the tax year for which the return and its supporting documentation applies. Using the 2015 tax year as an example, a receipt from January 1, 2015 would be kept until December 31, 2021, a period that’s one day shorter than seven years.

WHAT ARE YOUR SERVICE FEES?

Service Fees are laid out on our Services page.   Extra hours may be added for complex situations - like many different bank or credit card accounts.

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