FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We try to assess our customers entire financial perspective before giving an excellent value for the fairest price.
- What is your typical process for working with a new customer?
We ask for previous years returns and any supporting information relating to current year financials or returns.
- How did you get started doing this type of work?
We really enjoy helping clients and putting them in the best financial position possible with the resources they have at hand.