FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I use flat rate competitive, pricing with the highest level experience for you.
- What is your typical process for working with a new customer?
For Taxes - I have a smooth custom process that I guide you through with video. You'll complete a virtual survey in your client portal, which you have access to ALL year and can store all docs and tax returns. Within 48 hours, you'll get access to a custom checklist with videos to guide you step-by-step through answering the questions for everything that applies to you. As a business owner, if you have records, great upload them. If not, I have step-by-step trainings to help you get all your numbers to me and even learn about the results. You can update the templates, personal balance sheet and other tools and I will help you understand and use them. The you'll get free access to the BUSINESS GROWTH PROGRAM for staying up to date and growing your business in 2018.
- What education and/or training do you have that relates to your work?
I have a MBA, Master's in Accounting, and EA (enrolled agent, which means I can prepare all types of business taxes and taxes for every state).