Frequently Asked Questions

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As soon as you start to think about your business or job situation, a tax accountant can help you take the next steps. We can discuss your business's organization, how to set up exemptions, and optimized tax structure and operations, along with strong target pricing and profit margins.  

Many people only see their accountant once a year, at tax time. While that time is critical - you should be setting up sessions with your tax accountant every quarter. Adjusting your exemptions, your estimated tax payments, retirement planning, job changes, purchases and investments should be discussed a few times a year. That way, no surprises at tax time. And of course, if you own a business - don't wait for tax time! It is even more critical to speak to your accountant on a quarterly basis when you are running a business.

Once you are working with an accountant, it can seem difficult to change. However, it's important to feel that you are receiving a personal treatment, tailored to your annual needs - the reason our clients stay for decades is because our accountants are not only learning the new tax features each year - but applying them directly to your situation, so you don't have to worry - you are getting the best advice possible each year!

Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"

CBIS Datatax knows about crypto, NFTs, and all the new tax rules in the One Big Beautiful Bill - these items did not exist with your "grandfather's" accounting firm. Choose a firm that makes you feel welcome, heard, and understands the modern age!