What should the customer know about your pricing (e.g., discounts, fees)?
There is no set price, reason why is because our pricing varies on the individual and the service requested.
What is your typical process for working with a new customer?
Our process for working with a new client starts off by first scheduling an appointment with us. Once they schedule an appointment with us there are forms that they have to sign, giving us consent to their tax information along with that the client receives a copy of the consent. We make sure all documents are added into data entry. During tax preparation, client will pay with cash, credit or debit card, check, or money order. After all is done, business flyers or other promo materials are handed out to them. Because we thank you for your business with us we send a little reward, whether it is a thank you card, event tickets, or birthday card.
What education and/or training do you have that relates to your work?
I have certification in account management, Taxes, business consulting along with a string of many other credentials and training.
How did you get started doing this type of work?
10 years ago i was working at pharmacies making the bare minimum just to provide for my family of four at the time. For the amount of hours worked the compensation wasn't enough to provide the way I would've wanted to. Determined to make a better living I started tax filing out of my home office. Later moved to an office in the back of a barber shop I soon saw the business had potential, so I kept pushing forward. Now we are BBB approved and incorporated financial enterprise company.
What types of customers have you worked with?
Government officials, law enforcement, fire fighters, pro athletes, entertainers, college students, cooks, and more.
What advice would you give a customer looking to hire a provider in your area of work?
Find out the most you can about what qualifications that are needed to do financial work.
What questions should customers think through before talking to professionals about their project?
Clarity is the key!
Have a definitive idea of what you want to do, whether it be starting a business, to paying off a loan or anything else in between. Have a budget in mind, create deadlines, or due dates for your projects, planning etc.