FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Standard hourly rate is $70/ per hour. Most business tax returns are at $800, however, tax planning for the following year is included in that price. Individual Tax returns range between $300-400
- What is your typical process for working with a new customer?
My first conversation with a prospect to assess their needs is free. If we both agree on the terms discussed, I will send in the engagement letter and the work begins. Communication is established via Skype, Webex, FaceTime for remote clients, or meeting in person if distance allows. The document exchange in the electronic format (e-mails or a secure server). The Income tax return turn around time is about a week (unless it's a rush request). Payroll returns are prepared in a couple of days.
- What education and/or training do you have that relates to your work?
After 15 years of experience working for one of the largest CPA firms on the East Coast, I have established my own firm in 2014 and am currently a candidate for an Enrolled Agent. I take continuing education courses every year.