FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Prices range from $500 to $1,500 for individual and business tax returns depending on the amount and type of work. Prices for review, audit and financial statement preparation engagements are quoted on a case-by-case basis.
- What is your typical process for working with a new customer?
1. We schedule an initial consultation via phone or in-person to gain a better understanding of their specific situation 2. We provide client a free quote for agreed-upon services. 3. We establish a secure portal for client to upload documents and other information necessary to complete services. 4. We perform audit, tax, or accounting services 5. Services are reviewed by accountants with decades of experience in tax or audit 6. Present client with results and answer any questions
- What education and/or training do you have that relates to your work?
Having a thorough understanding and knowledge of tax, auditing, and accounting standards and determining how they affect our clients and their industries maximizes potential for our clients. In addition to being state certified and licensed, our team of accountants has decades of experience and regularly attends continuing education courses, subscribes to numerous periodicals and training sources, and receives daily tax and audit updates to stay on top of constantly changing standards.