Question 1

What services does the company offer?

Accepted Answer

The company offers a wide range of accounting and tax services, including small business payroll, bookkeeping, bank reconciliation, monthly and quarterly reports, preparation of financial statements, analysis of financial statements, business and corporate tax services, individual tax planning and preparation, tax consultation, and other services such as tax management consultations, new business start-up assistance, worker's compensation insurance audit, and QuickBooks support.

Question 2

What types of clients does the company serve?

Accepted Answer

The company specializes in serving clients in various industries, such as rental properties, gas stations, convenience stores, medical practices, and farmers. They also work with sole proprietors with Schedule C and rental properties with Schedule E.

Question 3

How long does the company recommend storing tax records?

Accepted Answer

The company's website provides a "Retention Guide" that discusses how long tax records should be stored, ensuring that clients are prepared for any potential audits or future needs.

Question 4

What tax-related tools and resources does the company provide?

Accepted Answer

The company's website offers a variety of tax-related tools and resources, including the latest income tax brackets and rates, IRS forms and publications, and financial calculators for various tax and financial-related calculations.

Question 5

What is the company's approach to client relationships?

Accepted Answer

The company's website states that they believe in the value of relationships and view every client relationship as a partnership. They are committed to providing close, personal attention to their clients and believe that their success is a result of their clients' success.

Location	Google category	Reviews	Status
310 Raleigh St, Holly Springs, NCprimary	—	4.8 (38)	Claimed
10960 Winds Crossing Dr, Charlotte, NC	—	2.7 (3)	Claimed

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Shah & Associates

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Frequently Asked Questions about Shah & Associates

What services does the company offer?

What types of clients does the company serve?

How long does the company recommend storing tax records?

What tax-related tools and resources does the company provide?

What is the company's approach to client relationships?

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