The decision to hire a new CPA is challenging and personal. The CPA-Client relationship is a long-term commitment and requires a significant amount of trust. You trust your CPA to satisfy your reporting obligations, communicate clearly, and save you the maximum amount of time and money possible.
In the interest of transparency and clear communication, here are a few answers to commonly asked questions from our prospective clients:
Specialties include serving owner-managed small businesses, middle-market companies, investor-backed technology and life science companies, healthcare practices, professional services firms, and nonprofits.
Hayne, CPA, PLLC focuses exclusively on the tax and assurance services detailed in the What We Do portion of this site. However, we assist small business clients with the selection of qualified bookkeepers and payroll professionals to handle day-to-day accounting, financial, and HR-related tasks. Our professionals can also assist growing businesses with the selection of a Controller or CFO to manage more complex financial duties.
No. We will post a client copy of your current year return on your private, secure ShareFile portal along with copies of the returns for the preceding two tax years (three years in total). We have found that most clients don’t want to receive and store paper copies of their returns and typically only need access to three years of returns for banking applications. See our Retention Guide page for recommendations regarding how long to retain business and personal tax records.
We have a customized approach to client needs and preferences and will only charge for the services you require. For this reason, all services are rendered based on hourly rates, according to the level of professional providing service.
Our formal proposals provide annual fee estimates, based on anticipated hours required, to give you a more clear picture of your CPA investment. Fee minimums for standard individual returns are approximately $800 and for business returns minimum fees are approximately $1,500.
Hayne, CPA, PLLC professionals understand clients will have questions throughout the year which require their input. To encourage clients to contact us when these questions arise, there is generally no charge for conversations with your service team lasting less than 15 minutes. If follow-up research is required or other special circumstances occur that require additional time, you will be notified in advance of charges you may incur.
Our hourly rates and estimated fees also include routine administrative support, telephone, copies, fax, postage, etc. We do not normally charge additionally for these items.
Our firm works with a broad base of clients requiring different meeting frequencies. Your needs will dictate how often these meetings will occur. Most tax and audit clients are provided with a proposed Client Service Plan to set expectations for when and how often meetings will occur.
No. All tax and assurance services are rendered out of our Cary, NC office.
Our social media pages are another great way to stay in touch and gain valuable updates on tax legislation changes and financial reporting requirements. We are currently sharing tax deadlines, news, and best practices on Facebook, LinkedIn, and Twitter.