FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Final pricing is based on individual circumstances, but the initial pricing is based on - service request type and entity type.
- What is your typical process for working with a new customer?
First we get an understanding of the service needed. Based on the service, we send a service request package that consists of - the service proposal, a service agreement, and a service questionnaire. Once we received the service proposal pac
- What education and/or training do you have that relates to your work?
Ten years of individual tax preparation, five years of inventory management, two years of tax preparation, five years of compliance auditing, a year of financial statement audit, two years of payroll reporting, a year of expense reporting, five years of data entry, and ten years of personal finance reporting.