FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer tax preparation, bookkeeping, payroll processing and business management consulting each at different rates. Tax preparation is based on the complexity of the returns and the number and type of forms that need to be prepared. Bookkeeping is on an hourly basis. Payroll processing fees are based on the number of employees and number of processings each year. Business management consulting is on an hourly basis. A estimate of fees can be determined after the initial consultation where the appropriate information can be gathered.
- What is your typical process for working with a new customer?
I offer a 1/2 hour FREE initial consultation in person, or by phone.
- What education and/or training do you have that relates to your work?
I have a B.S. degree in Accounting from USC (University of Southern California). California CPA licensed in 1983. Oregon CPA licensed in 1997. Washington CPA licensed in 2010. SEC Series 65 licensed in 2015.