FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Typically we charge by the form, and the service. With more information we can give you a ball park idea of how much your tax preparation, bookkeeping, or accounting will cost.
- What is your typical process for working with a new customer?
Listening is key for us. Our objectives are to help our clients achieve the goals they have set. Gathering all the details will help us maximize your deductions and prepare an accurate tax return for you. By looking through past tax returns we often discover key deductions that will benefit our clients. Typically with just an email or a call we can begin making progress.
- What education and/or training do you have that relates to your work?
Jordan, and Randy are Enrolled Agents with the IRS. You may not have heard of this distinction previously, but we are exactly who you want preparing your taxes. Enrolled agents are tested rigorously by the IRS to receive a nationwide license of representation and preparation.