FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Here are some general guidelines for pricing: - $90 for the simplest individual return - $180 to $200 for the individual returns with some complexity (itemized deductions, investment property, a lot of unreimbursed work expenses, etc) - $250 to $300 for small business owners who are sole proprietors or single member LLC's - $300 to 400 for general partnerships, estates, and trusts - $500 to $600 for relatively straightforward S-Corps - For more complex partnerships, S-Corps, and C-Corps more information is needed before providing a quote. Note that LLC's can be sole proprietorships, partnerships or S-Corps. - Payroll and Bookkeeping depend on client size and number of transactions
- What is your typical process for working with a new customer?
New clients most often get a chance to meet us for the first time either over the phone or with an initial office visit (or from Thumbtack). From there we'll give them a quote and provide some details about what service we can provide them. We'll often ask for prior period work (usually prior year tax return) as a reference to see what transactions or events have occurred in the past to make sure we're accounting for everything. Once the current period's information is gathered we can begin work.
- What education and/or training do you have that relates to your work?
Everyone in our office has at least a bachelor's degree. The managing partner has a masters degree in taxation and experience at larger firms.