Hart Vida & Partners Frequently Asked Questions (FAQ) for Spencer Clients

1How will you ensure a seamless transition from Spencer Tax Prep & Books LLC to Hart Vida & Partners for our tax work in the upcoming tax season?
Once you sign a release of information agreement, your tax history will be shared with Hart Vida & Partners. They will review your 2020 return and schedule a first call with you. They have the same dedication in providing personalized attention for their tax clients as Spencer Tax, and we expect that after you have an initial call or meeting with them, you will immediately be comfortable. If you would like assistance through the transition, David Spencer has offered all Spencer Tax clients two, one-hour sessions with him at half his normal rate – up to two hours per year, for the next two years, and he would be happy to help you work through it.
2What are the comparable Hart Vida & Partners fees?
The fees are comparable to the extent that the services are comparable. Hart Vida & Partners tailors our engagement with the needs of our clients and fees are structured based on that engagement. Any proposed changes would first be discussed with you.
3May I meet a Hart Vida & Partners accountant in person or via Zoom before deciding to transfer my work?
Hart Vida & Partners would be happy to meet with you. A Zoom call, face-to face meeting or a conference call with one of the Hart Vida partners may be arranged for you by reaching out to the Office Manager, Maria Mosa, at mmosa@hvandpartners.com. or 914-617-7620 ext. 118.
4Will I still have direct access to an accountant? How large is Hart Vida & Partners?
You will have direct access to the firm’s partners, senior accountants, and office support staff. Hart Vida & Partners is a boutique accounting, tax and management consulting firm with partners, accountants and staff members totaling sixteen. You can be sure that you will still receive the personalized attention that you are accustomed to. The staff is additionally fluent in Spanish, Portuguese, Italian, Urdu and Hindi enabling effective communication and securing client relationships.
5Will Hart Vida & Partners be able to help our small business with our day-to-day bookkeeping function and payroll?
Yes, Hart Vida & Partners provides accounting back office operations support, with services including treasury accounting, balance sheet account reconciliation, billing & accounts receivable, accounts payable, sales tax filings, monthly close, payroll processing, financial statements, cost accounting, project accounting, budgeting and forecasting.
6Will Hart Vida & Partners be able to assist us after the transition if we are audited for a past year?
For audits or tax discrepancies, Hart Vida & Partners can serve as your expert and professional representative to guide you through your dealings with federal, state, and local tax agencies. If you would like, David Spencer can collaborate with them through these processes.
7If we receive an assessment on an audit, would Hart Vida & Partners be able to assist us if we would like to appeal that assessment?
Yes, Hart Vida & Partners can help. Typically we would like to review the assessment first and create a separate engagement with you to facilitate your appeal.
8If we fall behind in our payments to the IRS, is Hart Vida & Partners able to help us reach a compromise or plan with the IRS for payment?
Yes, Offers in Compromise is one of Hart Vida & Partners specialty areas, and they can help you determine the best course of action and work through the process.

If you have any further questions, please feel free to reach out to the Office Manager, Maria Mosa at mmosa@hvandpartners.com or 914-617-7620 ext. 118.

  • Hart Vida & Partners
    Westchester Office:
    400 Columbus Avenue
    Suite 170E
    Valhalla, NY 10595

    Fax: 914-666-2549

    New York City Office:
    330 Madison Avenue
    New York, NY 10017

    Connecticut Office:
    1010 Washington Blvd.
    Stamford, CT 06901

    Florida Office:
    1111 Brickell Avenue
    10th Floor
    Miami, FL 33131
  • 914-617-7620

  • info@hvandpartners.com

  • www.hvandpartners.com