FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
For Tax preparation my fee starts at $295 and increases based on the complexity of your return or specific needs. For all other services my rates are project based and range between $125-$175 per hour and I often offer discounts depending on the length and scope of the project.
- What is your typical process for working with a new customer?
New client engagements always begin with a free consultation to discuss your specific tax or financial services needs, to ensure that I can meet or exceed those needs, and to most importantly ensure that we are both a good fit to partner together on your project.
- What education and/or training do you have that relates to your work?
I am a CPA exam candidate, I have a Bachelor of Science in Finance and I spent most of my career working for major corporations in Telecom and Oil & Gas.