Question 1

What services does the company offer?

Accepted Answer

The company offers a range of services, including advisory services, tax planning and tax preparation, accounting services, financial statements, payroll services, and financial planning.

Question 2

What is the company's approach to advisory services?

Accepted Answer

The company's business advisory program is a custom plan designed for each client and their business. It involves one-on-one coaching to help ensure the client has the right solutions in place, evaluating the tax efficiency of the current business model, and helping the client determine the most tax-efficient tools and solutions to benefit their business.

Question 3

How does the company handle tax planning and tax preparation?

Accepted Answer

The company's tax planning and tax preparation services are a core competency of the business. They use their tax planning program, paired with their business advisory program, to help clients achieve tax efficiency. They prepare all types of tax returns, including for S-corporations, C-corporations, limited liability companies, partnerships, and individuals.

Question 4

What accounting services does the company offer?

Accepted Answer

The company provides timely and efficient accounting and bookkeeping services for businesses of all sizes. This includes preparing, saving, and presenting computerized accounts for client review on a monthly, quarterly, or annual basis.

Question 5

What additional resources and support does the company provide?

Accepted Answer

The company offers a range of additional resources and support, including a client login portal, newsletters, and videos. They also have key filing dates and recordkeeping requirements information available to help clients stay informed and compliant.

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Chassey Associates

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Frequently Asked Questions about Chassey Associates

What services does the company offer?

What is the company's approach to advisory services?

How does the company handle tax planning and tax preparation?

What accounting services does the company offer?

What additional resources and support does the company provide?

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