When to Get an Accountant
Hiring an accountant isn’t just for the wealthy or business owners, it’s a smart move for anyone seeking clarity, strategy, and peace of mind in their financial life. The right time to get an accountant depends on your specific situation, but there are several key moments when professional guidance can make all the difference.
Tax Season
Tax season is one of the most common times people consider hiring an accountant. If you’re tired of guessing your deductions, confused by changing tax laws, or simply want to maximize your refund or reduce your liability, a professional can be invaluable. Even better, working with an accountant year-round can help with strategic planning so you’re never caught off guard in April.
Financial Complexity
If you've recently experienced a major life event like marriage, divorce, starting a business, buying a home, or receiving an inheritance, your financial landscape has likely changed. These situations often come with new tax implications, reporting requirements, and planning opportunities that an accountant can help you navigate efficiently.
Budgeting or Saving
Accounting services aren’t just about taxes, they’re also about financial wellness. If you’re struggling to create a workable budget, manage debt, or set aside money for retirement or big goals, an accountant can act as a financial coach to get you on track.
Self-Employed or Run a Business
Freelancers, independent contractors, and business owners often have to manage quarterly taxes, payroll, business deductions, and financial statements. An accountant ensures compliance, helps with budgeting, and can even assist in setting up the right business structure to optimize tax benefits.
Planning for the Future
Whether it's retirement, education savings, or planning to leave a legacy, a qualified accountant can help you build a financial roadmap. They can also work with your financial advisor or estate attorney to ensure everything aligns with your long-term goals.
Since 2018
What We Offer
Tax
Services
Tax Filing
Tax Planning
Tax Consulting
Audit Support
Accounting
Services
Budget Planning
Bookkeeping
AP / AR Tracking
Payroll Management
Financial Compilation
Advisory & Audit
Services
Financial Advising
Business Consulting
Financial Auditing
3 Easy Steps
Get Your Quote
Once you get a quote using our custom Quote Generator, you’ll be able to fill out our New Client Worksheet, which allows to be more specific about the services you need and what your budget is. If you’d like to one of our CPAs about your quote instead, you can call us to go over your selected services so our team can answer any questions you may have about what our services include or what services would be best for you.
Submit a New Client Worksheet
If you're interested in working with us at B & K Financial, the first step is to submit a New Client Worksheet. This form allows us to gather essential details, including your contact information, the specific services you're interested in, and your monthly budget. By completing this worksheet, we can better understand your needs and ensure we tailor our services to fit your financial goals. Once submitted, our team will review your information and reach out to discuss the next steps.
Schedule Your Onboarding
After you’ve selected your services and set up your billing information, we’ll schedule your onboarding meeting on Zoom. During this session, we’ll go over key details about the services you’ve chosen, discuss any special requests for document uploads if needed, and answer any questions you may have. This meeting ensures a smooth start and gives you a clear understanding of how we’ll handle your tax and accounting needs.
Call Us
Need a More Personal Touch?
Call us and speak with one of our CPAs and let us help answer your tax questions and get you started with a custom service package that’s right for you. Our team can help you decide what services will work best with your budget and your specific needs.
Get a Free Quote
In Less Than 60 Seconds
Get a free quote in as little as 60 seconds using our custom quote generator. Your quote will automatically include any discounts or service fees that may apply to your service selections so what you see is what you get, no hidden fees or extra charges.