FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The first half hour consult is free
- What is your typical process for working with a new customer?
We interview the client to assess the needs, suggestion solutions to problems or concerns, then move to engagement.
- What education and/or training do you have that relates to your work?
Over 35 years in the public accounting, tax preparation and financial consulting business. We have and still prepare individual, corporate, partnership and fiduciary (trust and estate) tax returns. We have and still prepare compiled, reviewed and audited financial statements for corporate and partnership entities. We have and still prepare payroll weekly, by-weekly and monthly along with the quarterly and annual payroll tax returns. We have and still prepare sales tax returns for all entities. We prepare CA and out-of-state tax returns for all individuals and entities.