Frequently asked Questions
Will My Information Be Kept Confidential?
We maintain a corporate policy of strict confidentiality and we have invested in corporate security that meets or exceeds online banking standards. We are diligent about protecting your information and upholding your privacy.
Does This Firm Provide Year-Round Service?
Absolutely. While tax season keeps everyone on their toes, we are here for you 12 months a year. Whether you have a simple tax or bookkeeping question, need help with your crypto investments, or need advice regarding tax implications, feel free to give us a call.
What is an Advanced Crypto Tax Expert (ACT-E)?
An Advanced Crypto Tax Expert (ACT-E) is an individual who has earned the designation after completing over 30 hours of in-depth courses and deep subject matter analysis regarding blockchain technology, exchanges, cryptocurrency, reconciliation, and crypto tax preparation. An ACT-E has the ability to understand and pinpoint tax issues for crypto clients while keeping up-to-date with the intricacies of tax laws that affect millions of cryptocurrency investors.
What is a Certified Public Accountant (CPA)?
Certified Public Accountant (CPA) is the statutory title of qualified accountants in the United States who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements for certification as a CPA. In most states, only CPAs who are licensed are able to provide to the public attestation (including auditing) opinions on financial statements.
CPAs function as independent auditors and act as advisors to individuals, businesses, financial institutions, nonprofit organizations, and government agencies on a wide range of finance and tax-related matters.
To qualify for certification and a state license, an individual generally must:
Have a college degree or its equivalent
Pass the rigorous uniform CPA Examination
Meet certain experience or postgraduate study requirements
Meet annual continuing education requirements
Adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations
Start with a complimentary tax consultation to find out where you are and where you want to be. Call (858) 384-2074 or send a message to get things started.