RX ASSESSMENT

Welcome to Sykes & Company P.A.: We look forward to analyzing your information and providing you with valuable insights to enhance your pharmacy’s performance. Please follow the steps below to begin the consultation process.

Step One: Complete Your Pharmacy Profile:

Click the Submit Button to Process Your Payment

Step Two: Gather and Send Your Information:

  1. Copies of the federal and state tax returns for your pharmacy and your personal Form 1040 for the last two years.
  2. A complete backup copy of your current accounting/bookkeeping file. Specific instructions for QuickBooks Desktop, QuickBooks Online, and Sage accounting software may be accessed using the links below:

1. QuickBooks Desktop
2. QuickBooks Online
3. Sage

Please contact Kathy Blanchard at kathy@sykes-cpa.com or call her directly at 252-632-0196.

Submit your information to our secure server by clicking the Secure File Transfer button.

Step Three: Consultation with an Experienced Pharmacy CPA:

After your information has been analyzed, we will set up an on-line consultation via video conference that works with your schedule; no written report will be provided. It typically takes 5-7 days to overview the information and prepare our best recommendations.