FREQUENTLY ASKED QUESTIONS
GENERAL QUESTIONS
We provide accounting, tax preparation, bookkeeping, payroll, financial planning, wealth management, and Social Security guidance services for individuals and businesses.
We work with individuals, families, self-employed professionals, and businesses of various sizes. Many of our clients are located in Menomonee Falls, WI and the surrounding communities.
Our office is located in Menomonee Falls, Wisconsin. We serve clients locally and can also work with clients remotely when appropriate.
While many of our clients are local, we are able to work with clients outside the immediate area depending on the services needed.
TAX PREPARATION
You should bring all relevant tax documents, including income statements, prior-year tax returns, expense records, and any documents related to deductions or credits. If you’re unsure, our team can help guide you.
Yes. We prepare tax returns for individuals, families, and businesses, including self-employed individuals.
Yes. If you receive a notice or have questions related to a filing, we can help review the issue and provide guidance on next steps.
Yes. In addition to tax preparation, we offer tax planning services to help clients prepare for future tax obligations and avoid surprises.
BOOKKEEPING & ACCOUNTING
Our bookkeeping services include transaction tracking, account reconciliation, financial reporting, and general ledger maintenance.
Yes. Many of our clients use our bookkeeping and accounting services on an ongoing basis throughout the year.
In many cases, yes. We can review your current setup and determine the best way to support your bookkeeping needs.
PAYROLL SERVICES
We provide payroll processing, payroll tax filings, wage and deduction calculations, and payroll reporting for businesses.
Payroll frequency depends on your business needs and setup. We work with you to establish a schedule that fits your operations.
Yes. Our payroll services include support with required payroll tax filings and reporting.
FINANCIAL PLANNING & WEALTH MANAGEMENT
Financial planning can benefit individuals and families at many stages of life, including those preparing for retirement or managing long-term financial goals.
Financial planning focuses on setting goals and planning for the future, while wealth management takes a broader, long-term approach to managing assets and coordinating financial strategies.
No. Our services focus on guidance, planning, and education. We do not guarantee investment outcomes.
SOCIAL SECURITY SERVICES
Yes. We provide guidance to help you understand timing considerations and how Social Security fits into your overall financial plan.
We help explain the process and options, but we focus primarily on guidance and planning rather than submitting applications on your behalf.
WORKING WITH FARROW & ASSOCIATES
You can contact our office to schedule a conversation. We’ll discuss your needs and determine how we can best support you.
Pricing varies depending on the type and scope of services provided. We’re happy to discuss pricing once we understand your needs.
Yes. Many of our services are provided year-round, not just during tax season.
Still Have Questions?
If you don’t see your question listed here, feel free to contact our office. We’re happy to help.
