Frequently Asked Questions

We provide comprehensive accounting and tax services for both individuals and businesses. Our services include tax preparation, small business accounting, bookkeeping, tax planning strategies, financial statement preparation, tax consultancy, IRS audit representation, tax compliance solutions, tax optimization, and tax resolution services.

We specialize in personal tax returns, corporate tax services, payroll services, business advisory, education planning, and personal finance guidance.

Our primary office is located in Bala Cynwyd, Pennsylvania, serving the Main Line and greater Philadelphia area. We're licensed to operate across the United States, except for Oregon.

We offer both in-person appointments at our Bala Cynwyd office and remote services via phone and video for clients throughout the country.

Our office hours are:

• Monday: 9:00 AM to 5:00 PM
• Tuesday: 11:00 AM to 7:00 PM
• Wednesday: 9:00 AM to 5:00 PM
• Thursday: 9:00 AM to 5:00 PM
• Friday: 9:00 AM to 5:00 PM
• Saturday: 10:00 AM to 3:00 PM (During tax season only)

For same-day appointments or urgent assistance, please call our office at (215) 621-7936.

Scheduling is easy. You can book your appointment three ways:

• Use our online booking system to select your preferred date and time
• Call our office directly at (215) 621-7936
• Email us to discuss your needs and schedule a time

We offer office visits, phone consultations, and virtual meetings via Zoom or Teams to accommodate your preferences and schedule.

Getting started is straightforward. First, schedule your initial consultation using our online booking system, by phone, or via email. During this consultation, we'll discuss your specific needs, answer your questions, and determine which services best fit your situation.

Our team will guide you through the next steps, including document collection via our secure Canopy portal, engagement agreement, and timeline for completion. We make the onboarding process simple so you can focus on what matters most—your business and financial goals.

Yes, we provide comprehensive bookkeeping services to help manage your financial records accurately and efficiently. This includes monthly or quarterly accounting, financial statement preparation, account reconciliation, and transaction categorization.

Our bookkeeping services are designed to keep your financial books organized, prepare you for business loans, support tax filing, and provide the financial clarity you need to make informed business decisions.

We accept multiple payment methods for your convenience, including cash, check, credit cards via Square, and digital payments through Cash App.

We also offer flexible payment options through AfterPay, allowing you to spread the cost of our services over time. This makes professional accounting and tax services accessible when you need them most.

Our team consists of certified public accountants (CPAs) and financial experts with over 18 years of combined experience across various sectors of the financial industry. We hold several professional authorizations including PTIN, NYS Preparer authorization, and IRS e-File provider authorization.

Our CEO, Keith Carney Jr., brings extensive experience from corporate, non-profit, and educational institutions, with advanced skills in accounting, business formation, taxation, and QuickBooks implementation. He's also a Board member with the Philadelphia Chapter of the National Association of Black Accountants.

Absolutely. We offer both in-person and remote accounting services to accommodate your needs and ensure convenience and flexibility. You can choose phone consultations, virtual meetings via Zoom or Teams, or traditional office visits at our Bala Cynwyd location.

Our secure Canopy portal allows you to upload documents, receive completed tax returns, and communicate with our team from anywhere—making it easy to work together regardless of your location or schedule.

Yes, we offer comprehensive tax preparation services for both individuals and businesses. For individuals, this includes personal tax returns, tax planning strategies, education planning, and retirement planning.

For businesses, we handle business tax returns, corporate tax services, bookkeeping, payroll services, business advisory, business entity selection, and tax planning to help you minimize liability and maximize growth.

Yes, we offer IRS audit representation to help you navigate and resolve any audit issues. Our experienced team will provide guidance and support throughout the entire process, from initial notification through resolution.

We'll handle communication with the IRS on your behalf, prepare necessary documentation, represent you at hearings, and work to achieve the best possible outcome. You don't have to face an audit alone—we're with you every step of the way.

Yes, we assist with starting new for-profit businesses, including business entity selection and setup. We'll help you choose the right structure—LLC, Partnership, Corporation, or S-Corporation—based on your specific situation, tax implications, and long-term goals.

Our business formation services include entity registration, obtaining an EIN, business registrations, and setting up your accounting systems properly from day one. Additional state processing fees may apply depending on your location and entity type.

We provide comprehensive QuickBooks implementation, training, and ongoing support. Whether you're setting up QuickBooks for the first time or need help optimizing your existing system, we can assist.

Our services include initial setup, chart of accounts creation, bank feed configuration, user training, troubleshooting, and ongoing bookkeeping using QuickBooks Online or Desktop. We'll ensure your system is organized and that you understand how to use it effectively.

Our pricing varies based on the complexity of your situation and the services you need. Most appointments require a booking fee that is applied toward the final cost of services. For example:

• Personal Tax Services: $30 booking fee (transferable to final cost)
• Business Tax Services: $40 booking fee (transferable to final cost)
• Business Consultation: $85 for 30 minutes
• Education Planning: $40 for 45 minutes
• CFO Services: $250 for 2 hours

During your initial consultation, we'll provide a clear estimate based on your specific needs. We believe in transparent pricing with no surprises.

Booking fees are transferable and applied to the final cost of services. However, if you need to reschedule or cancel on the same day as your appointment, you'll need to pay the booking fee again.

To avoid this, we recommend rescheduling at least 24 hours in advance. We understand schedules change—we simply ask for advance notice so we can accommodate other clients.

For personal tax returns, bring W-2s, 1099s, investment statements, mortgage interest statements, property tax records, charitable donation receipts, and any other income or deduction documentation.

For business tax returns, bring income statements (P&L), balance sheets, bank statements, receipts for business expenses, payroll records, and prior year returns. We'll provide a detailed checklist during your consultation and use our secure Canopy portal for easy document upload.

Timeline varies based on complexity. Simple personal returns are typically completed within 3-7 business days once we have all required documents. More complex returns with multiple income sources, investments, or business income may take 7-14 business days.

Business tax returns depend on entity type and complexity, generally taking 10-21 business days. We'll provide a specific timeline during your consultation and keep you updated throughout the process.

Canopy is our secure client portal system that makes working together simple and safe. Through Canopy, you can upload financial documents, receive completed tax returns, sign engagement letters electronically, make secure payments, and communicate with our team—all in one convenient location.

We'll set up your Canopy account during your first appointment or provide instructions to get started. The system is accessible from any device and includes bank-level security to protect your sensitive financial information.

Yes, you can switch to CK2 Financials at any time during the year. We'll work with you to obtain necessary information from your previous accountant and ensure a smooth transition with no disruption to your financial management or tax compliance.

Many clients switch to us because they're looking for more personalized service, better communication, or expertise in specific areas. We make the transition process easy and will catch up on any work needed to bring your accounts current.

We take security seriously and use multiple layers of protection for your sensitive financial information. All documents are exchanged through our secure Canopy portal with bank-level encryption. We never email sensitive documents or tax returns.

Our systems include two-factor authentication, encrypted data storage, regular security audits, and strict access controls. Our team is trained in data protection best practices and we comply with all IRS security requirements and financial industry standards.

Yes, we hold all necessary professional authorizations including PTIN (Preparer Tax Identification Number), NYS Preparer authorization, and IRS e-File provider authorization. We're licensed to operate across the United States (except Oregon) and are members of professional organizations including the National Association of Black Accountants.

Our credentials and continuing education ensure we stay current with tax law changes and provide you with accurate, compliant service.

We stand behind our work. If we make an error on your return, we'll prepare and file an amended return at no additional charge. We also provide support if you receive any IRS correspondence related to returns we prepared.

Before filing, we review all returns carefully and provide you with a summary to review. This collaborative approach catches potential issues early and ensures accuracy. Our goal is to get it right the first time, every time.