Frequently Ask Questions

1. What services does Pratik Shah, CPA Firm offer?

We offer a comprehensive range of services, including full-service or limited service accounting, payroll management, CFO services, tax planning and preparation, payroll management, and advisory services.

2. How does your firm handle client confidentiality and security?

Client confidentiality and security are paramount at our firm. We adhere to strict privacy policies and use advanced security measures to protect all client information and financial data.

3. What industries does your firm specialize in?

We specialize in a variety of industries including Logistics, Management and IT Consulting, Hospitality, Restaurants, Retail and Convenience Stores Sector, Marketing, Construction Industry, Professional Services, Personal Care Services and Salons, and Manufacturing. Our deep industry knowledge allows us to provide tailored solutions that meet the specific challenges of each sector.

4. How can I get started with your services?

You can start by contacting us through our website or by phone. We offer an initial consultation to discuss your needs and how our services can be tailored to help your business succeed.

5. What is the process for preparing and filing taxes with your firm?

Our tax preparation process begins with an initial review of your previous tax returns and current financial situation. We then work closely with you to identify potential tax-saving opportunities, prepare your tax returns, and ensure compliance with all tax laws.

6. Do you provide support for financial software implementations?

Yes, we provide full support for financial software implementations, including system selection, setup, data migration, and training for your team.

7. How does your firm charge for its services?

Our fees depend on the complexity of the services provided. We offer both fixed-rate and hourly billing options, depending on the nature of the work. We always provide a clear fee structure before beginning any engagement.

8. Can your firm help with financial planning and analysis?

Absolutely. We offer financial planning and analysis services that include budgeting, forecasting, and financial modeling to help you make informed business decisions.

9. What should I do if I have a specific accounting challenge?

Contact us to schedule a consultation. Our team of experts is equipped to handle a wide range of accounting issues and can provide customized solutions to meet your specific needs.

10. How frequently will we communicate about my financial and tax situation?

We believe in maintaining open lines of communication with our clients. The frequency of communication can be tailored to your preferences and needs, whether it’s monthly, quarterly, or annually.

Ready to Tackle Your Financial Challenges?

Learn how our services can be your solution. Count on us to provide expert assistance every step of the way.

Scroll to Top