FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The cost of the preparation of tax returns are determined by the complexity of the tax return. We always provide FREE consultations in order to determine the complexity of the tax return to determine the cost of the tax preparation fees.
- What is your typical process for working with a new customer?
We do things a little bit differently, we help our clients manage everyday cash flow and plan their financial future. We do this by spending time with our client during their initial consultation to get an understanding of their business and how it operates and what their future business goals are in order to customize a plan to meet their objectives.
- What advice would you give a customer looking to hire a provider in your area of work?
One of the biggest challenges for entrepreneurs face today is the balance of taking advantage of tax deductions to save money on taxes and showing enough income on their tax returns to qualify to borrow money from banks for personal use or to grow and expand their business. The first question I would ask as an entrepreneur to a CPA, Accountant, or other Tax Professionals is how much revenue/income do I need to show on my personal and business tax returns to qualify for financing? Most Tax professionals are not trained or lack experience in consulting with business owners with this huge challenge and many Commercial Bankers and lenders today do not spend the time to advise their clients on how to plan for major commercial and personal purchases anymore. So Entreprenuers are stuck with trying to figure this dilemma out themselves and are often holding the short end of the stick when applying for loans. What makes us different from everyone else is that we have years of experience in helping clients save money on taxes and assisting clients in preparing to borrow money from financial institutions. We have the luxury of having the owner of the business who happens to have commercial banking experience and served as the number small business lender in the country when he worked for major national banking institution. This gives us a competitive advantage because we have know how to take advantage of the tax deductions but are also well versed in calculating the net profit amount on personal and business tax returns that business owners have to display on their financials in order to qualify to buy a home, a commercial building or qualify for a line of credit which uniquely positions our firm to help individuals and business owners with one of the most common challenges today.