Question 1

What types of clients do you work with?

Accepted Answer

We primarily work with small to mid-sized businesses, self-employed professionals, and individuals who want proactive, year-round financial guidance. Our clients span a variety of industries, including law, healthcare, real estate, and general business services. We work best with clients who value communication, organization, and a real relationship with their CPA — not just someone who shows up once a year.

Question 2

How is Kamish & Associates different from a larger CPA firm?

Accepted Answer

At a large firm, you might work with a different person every year, struggle to get someone on the phone, and feel like just another file in the system. At Kamish & Associates, you work directly with a consistent team that knows your business, communicates proactively, and treats you like a priority — not an afterthought. We're small by design. That's what allows us to be responsive, personal, and genuinely invested in your success.

Question 3

Do you take on new clients year-round, or only during tax season?

Accepted Answer

We take on new clients throughout the year. If you reach out during tax season, there may be a short wait depending on capacity, but we'll always let you know where things stand and whether we can accommodate your timeline.

Question 4

What does onboarding look like?

Accepted Answer

We start with a consultation to learn about your business, your goals, and what you need. From there, we'll put together a clear plan, walk you through the onboarding steps, and get everything set up properly — accounts, software, processes, and any historical cleanup that's needed. Our goal is to make the transition as smooth and straightforward as possible so you can start feeling the difference quickly.

Question 5

How do you communicate with clients?

Accepted Answer

We use a mix of email, phone, and scheduled check-ins depending on your preferences and the nature of your engagement. We're responsive, clear, and proactive — we won't leave you wondering where things stand or waiting days for a callback. If something important comes up, we'll reach out to you first.

Question 6

Do I need to come into the office?

Accepted Answer

Not necessarily. We work with clients both virtually and in person. Many of our clients prefer virtual communication for day-to-day work, with occasional in-person meetings when it makes sense. We have two office locations in Valrico and Tampa, but distance is not a barrier to working with us.

Question 7

What accounting software do you work with?

Accepted Answer

We primarily work with QuickBooks Online, but we're flexible and can work with other platforms depending on your existing setup. During onboarding, we'll assess what tools you're currently using and let you know what we recommend based on your business size, industry, and needs.

Question 8

Do I need to have my books in order before working with you?

Accepted Answer

No. We work with clients at all stages — whether you're starting from scratch, behind on your books, switching from another accountant, or inheriting a messy situation from a previous provider. We'll assess where things are, identify what needs to be cleaned up, and build a plan from there. You don't need to have everything perfect before reaching out.

Question 9

How often will I receive financial reports?

Accepted Answer

For most accounting clients, we provide monthly financial reports. We'll review them with you as needed and make sure you understand what the numbers are telling you — not just send a PDF and move on. Our goal is for you to actually use your financial information to make better decisions.

Question 10

Do you handle payroll?

Accepted Answer

Yes, payroll support is part of our accounting services. We can handle payroll processing directly or coordinate with a third-party payroll provider depending on your needs and preferences. We'll figure out what makes the most sense for your business during onboarding.

Question 11

What if I already have a bookkeeper?

Accepted Answer

That's not a problem — in fact, it's a common setup we work with. We can take on an oversight or review role, handle the tax side exclusively, or step in wherever it makes the most sense given what your bookkeeper handles. We work well alongside internal staff and independent bookkeepers.

Question 12

What do your business services include?

Accepted Answer

Our business services cover a range of advisory and operational support — from helping new businesses get set up correctly to advising established owners on process improvement, cash flow, financial reporting, and general business guidance. It's more hands-on and advisory than traditional accounting work, and it's designed for business owners who want a partner in the room, not just someone processing transactions.

Question 13

Can you help me set up a new business?

Accepted Answer

Yes. We can guide you through entity selection, business registration, initial accounting setup, and the financial foundation you need to start on the right foot. Getting the structure right from the beginning makes everything easier — and less expensive — down the road.

Question 14

Do you offer ongoing advisory services or just one-time projects?

Accepted Answer

Both. Some clients engage us for specific projects — like business formation, a financial cleanup, or a one-time advisory session. Others want ongoing support throughout the year as a consistent resource they can count on. We'll figure out what makes sense for your situation.

Question 15

I'm not sure what I need — can I still reach out?

Accepted Answer

Absolutely. A lot of our clients come to us saying exactly that. Schedule a consultation and we'll help you figure out where the gaps are, what's working, and what kind of support would make the biggest difference. You don't need to have it all figured out before you call.

Question 16

Do you handle both personal and business taxes?

Accepted Answer

Yes. We prepare individual tax returns, business returns (S-Corps, partnerships, LLCs, sole proprietors), and we coordinate the two when your personal and business taxes are connected — which they often are for business owners. Having one team handle both sides leads to better planning and fewer surprises.

Question 17

When should I start thinking about tax planning?

Accepted Answer

Now — regardless of when you're reading this. The best tax planning happens throughout the year, not in March or April when most of your options have already closed. The earlier we understand your financial picture, the more strategies we have available to work with. If you wait until tax season, we can still help — but proactive planning is always more effective.

Question 18

What if I have back taxes or unfiled returns?

Accepted Answer

We can help you get caught up. We'll assess the situation, help you understand your options, and work through it methodically. Getting back into compliance is more straightforward than most people expect, and it's far better than continuing to avoid it. It's more common than you'd think, and there's no judgment — just a plan.

Question 19

Do you offer audit support?

Accepted Answer

Yes. If you receive a notice from the IRS or are facing an audit, we can help you understand exactly what's being asked, prepare an appropriate response, and represent your interests throughout the process. We'll make sure you're not navigating it alone.

Question 20

Are Trust & Estate tax services available?

Accepted Answer

Trust & Estate Services are coming in late 2026. If this is something you need now, reach out and we'll let you know where things stand and whether we can assist or refer you to someone who can.

Question 21

How do I get my documents to you?

Accepted Answer

We use a secure client portal for document sharing. We'll walk you through how it works during onboarding — it's straightforward and keeps your sensitive information protected. No emailing tax documents back and forth.

Frequently Asked Questions

General FAQs