FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
1)Accounting /Bookkeeping Services are $100per month for one Bank Account. $40 per month for each additional Bank Acconut or Credit Card Statement. Businesses with Sales over $350,000 ask for Quote. 2) Business Start up consulting and filing Documents $100/hr 3) Business Plan Preparation $1,000 to $3,000 4) Business Tax Preparation $500 to $1,500 5) Individual Tax Preparation $200 to $1,000 with no business activity or Investment Activity . It taxpayer has Schedule C add $150.00 . Rental Activity add $ 150. Schedule D (investment activity) add $200. Included in our quote is comoplimentary Tax Planning and Financial Advise.
- What is your typical process for working with a new customer?
All new customers are interviewed by phone. Based on the conversation we determine if we want work with that customer. Once accepted by us we set up a meeting at my home office or at their home.
- What education and/or training do you have that relates to your work?
I have an Accounting Degree from the University of Southern California. I spent 8 years in Wall Street as a trader. I have been in the Accounting and Tax Industry since 1987. I specialize in Small Businesses with less than 10 employees, Family Owned Businesses, Home Based Businesses., Network. Marketing Businesses. I am also a registered Financial Advisor.Accounting services