FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We will usually give you a base starting price. Ultimately the final price is based on the complexity of your specific project.
- What is your typical process for working with a new customer?
We are 100% virtual. For new clients, we have a Zoom (or phone) meeting to talk about the specifics of the project and our approach to solving the client's problem. The client will then login to our portal, sign their contract, pay the deposit, and get started on our questionnaire and uploading their documents. Once done, the team will start working on the project. We ask questions of the client periodically as we go along so as not to bog down the process.
- What education and/or training do you have that relates to your work?
Enrolled Agent - Authorized to practice before the IRS BS Accounting & Technical Management 24+ years working in Accounting and Tax fields Managed multi-million dollar non profit fiscal departments for 15+ years