FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We provide fixed pricing, quoted up front, for tax preparation services, and affordable monthly pricing for bookkeeping services. Our 2023 Pricing Sheet can be downloaded through a link from our website.
- What is your typical process for working with a new customer?
We bring our customer on board immediately by inviting them to set up a login through our full featured client portal. We use TaxDome for all of our data storage, data exchange, and communications with our customers. We assign specific tasks at every stage of the process so our customers always know exactly where we're at.
- What education and/or training do you have that relates to your work?
I'm a former Big 4 Senior Auditor (KPMG) and have been a licensed CPA and AICPA Member with over 20 years combined experience in tax report preparation, bookkeeping, and accounting.