The million dollar question! Thank you for your interest thus far; it’s only elevation from here!

Get started with 3 easy steps.

1. Fill out the client questionnaire below
2. A member of our team will contact you to schedule a consultation
3. Accept our proposal

That’s it! Now you are apart of the family!

We advise consulting with a CPA prior to formally structuring your business. A CPA will be able to give guidance on the different entity structures and how that relates to taxation and potential savings (or financial burdens!)in the long run.

We pride ourselves in being a firm that values transparency. We offer fixed pricing based on service type and complexity level. In addition, we offer a monthly subscription for our clients that are interested in 360 service (Business Advisory, Tax, and Accounting).

It’s kind of like keeping your house clean on a daily basis, versus cleaning at the end of the year for the holidays. Just imagine the condition your house will be in if you cleaned once a year!! We recommend at minimum quarterly bookkeeping/accounting services.  Maintaining your accounting records frequently brings clarity to the numbers and allows for effective decision making and planning. It allows you to be proactive in your business versus reactive. Oh, and it can also result in tax savings!

First you need to determine is payroll a task you want to outsource or handle internally. If you do not have an experienced payroll administrator on your team, you could be exposed to fines and penalties due to non-compliance. Allow us to guide you through this process, we can provide the best payroll solution to keep you in compliance and your employees happy.

In the event you receive a notice from the IRS, please reach out to your dedicated advisor from the firm or upload the document in Client Hub for an advisor to review.

It depends on the complexity of the return. Most individual tax returns can be completed in 1-2 business days. Complex returns involving items such as rental activity, capital gains/losses, and/or business filings average a one week turnaround.

Don’t panic. An audit is a professional procedure to examine the financial information submitted on a prior year tax return. You can view it as a review of your tax return to ensure it was done correctly. We will guide you through the process from start of the audit to completion. Just submit a copy of the letter to us for review and we are on it!

All documents should be sent within our client portal, Client Hub. Client Hub is a secure portal to transfer and store documents. Once on-boarded as a client of ours, you will receive an email invitation to setup your account. If you have not received your initial invite please email info@jclynchcpa.com and we will have this email resent.

Are you signed up for our newsletter? If not, be sure to sign up. Receive curated articles relative to your industry for effective decision making.

Of course! Hit us in the chat (bottom right of screen), or submit a question here. We will respond within 24 hours.