FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
25% DISCOUNT TO A NEW CLIENT! Our fees are reasonable for the services provided. We will quote you a flat fee or an hourly fee whenever possible. - Tax returns are priced based on the complexity of the return. - Tax resolution fees are based on the amount delinquent and the amount of work involved to negotiate with the IRS. - Bookkeeping fees are based on an hourly rate. - CFO services and business consulting services are quoted on an hourly basis. - Payroll services are quoted monthly, based on the number of employees you have.
- What is your typical process for working with a new customer?
First, once a proposal is approved by the Client, a CITITAX Associate will collect the client's contact information and send an Adobe Tax Organizer sheet to the Client to collect necessary personal information. Once this information has been acquired, the CITITAX Associate will send an Adobe Engagement Letter along with CITITAX's Privacy Policy. Following the Client's approval, an email will be sent to him/her providing access to his/her SecureFilePro folder, to which the Client will be able to upload copies of applicable tax documents (i.e. Previously filed Tax Returns, Copies of W2, Form 1095-C, Form 1098, Form 1099, etc.) and copies of all taxpayers' Driver's Licenses. Once the tax preparation has been completed, a Tax Return Draft will be sent to the Client for review. Once the Draft has been approved by the Client, an E-File Authorization form (Adobe Signature Page) will be sent to him/her. Once the Authorization has been completed by the Client, he/she will receive an invoice via email through which payment for the CITITAX Tax Preparation engagement can be completed. When the payment is authorized, the final Tax Return will be submitted to the IRS and a copy will be uploaded to the Client's SecureFilePro folder by the CITITAX Associate.
- What education and/or training do you have that relates to your work?
Degree and Certifications: I'm an Enrolled Agent and I have an MBA in Finance from Columbia Southern University, and a Bachelors Degree in Accounting from Sullivan University. -Certified Acceptance Agent -Licensed Quickbook Pro Advisor