FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Tax Preparation: We have five simple tiers, based on the customer’s needs. If your particular tax situation requires extensive additional work to complete, we will contact you first to discuss any additional fees required. / $150 – Individual Tax Return, / $200 – Sole Proprietors including single-member LLC’s. / $350 – Partnerships / $600 and up – S Corporations / $1000 and up – C Corporations / Prior Year Tax Preparation - same rates as above. --------------------------- Referrals - We have a 'Refer-A-Friend' program, where you can earn cash for referring new paying tax preparation or accounting clients. --------------------------- Tax Resolution / Accounting / Bookkeeping / Payroll / Consulting - Your situation is unique. We offer a complimentary meeting to learn about your business and see how we can help you. We then build a package based on your needs, and provide an personalized quote.
- What is your typical process for working with a new customer?
Tax Preparation: We will have you complete a few forms, and provide a copy of the prior year's tax return. Everything is completed online through our secure client portal, including payment and delivery of your copy of your return. -------------------- Tax Resolution / Accounting / Bookkeeping / Payroll / Consulting Your situation is unique. We offer a complimentary meeting to learn about your business and see how we can help you. If we (you and I) both feel we can work together, than
- What education and/or training do you have that relates to your work?
I am an Enrollled Agent, licensed by the Internal Revenue Service to assist taxpayers who need help resolving their tax issues. I am also a Public Accountant, working with small business owners to establish and grow their businesses. I have two Masters degrees: A Master of Business Administration, and a Master of Science in Accounting. I have helped taxpayers for a number of years with their returns; I have 20 years experience in Government Accounting and over 30 years experience in small business accounting and management.