FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing for tax, bookkeeping and representation services are all transparent and based on the complexity of the work involved. We are happy to listen to your situation and provide a detailed quote prior to you engaging us for services.
- What is your typical process for working with a new customer?
Whether you are a tax, bookkeeping or representation client, we always offer the client an opportunity to sit down and chat/meet with us. You'll get to describe your situation, your concerns and your desires. We'll then tell you about our observations and how we may be of assistance to you. The cost? Free. The value? Priceless!
- What education and/or training do you have that relates to your work?
Jared is certified public accountant (CPA) who is also licensed by the state of Illinois. In order to maintain his license, he must complete 120 hours of education every three years. In addition to the above, he must complete 20 hours of education every year so that he can maintain his California credentials.