FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The New Client discount is $25, and there is a loyalty discount for returning clients. NEVER PAY MORE, ONLY PAY FOR THE FORMS YOU NEED The fee structure for Income Tax Returns: • Single OR Qualifying Widow(er) filing status - Federal Form 1040 - starting at $95.00 • Married Filing Joint status (MFJ) OR Head of Household filing status (HH)- Federal Form 1040 - starting at $95.00 • Married Filing Separate status (MFS) - Federal Form 1040 - starting at $95.00 • State Tax Return - additional depending on the State • Itemized deduction, Schedule-A - starting at $50 (final cost will depend on complexity) The final fees will depend on the other additional forms that may need to be filed, i.e., earned income credit, child tax credit, education tax credit, etc., to name a few. The fee structure for Business Forms filing: • Schedule-C, Sole Proprietorship - starting at $95, returning clients will receive a discount (final cost will depend on complexity) • Single Member LLC. - starting at $95, returning clients will receive a discount (final cost will depend on complexity) • Schedule-E, Rental Property - starting at $95, returning clients will receive a discount (final cost will depend on complexity) • S-Corporation - $750 (final cost will depend on complexity) • C-Corporation- $850 (final cost will depend on complexity) • Accounting - starting at $75/Hr. (actual hourly rate will depend on complexity) • Bookkeeping - starting at $55/Hr. (actual hourly rate will depend on complexity)
- What is your typical process for working with a new customer?
To new clients I offer a free 30-min consultation, no documents required. You can schedule their own appointment on my website by selecting Appointment tab.
- What education and/or training do you have that relates to your work?
Education and Experience: • Bachelor of Science Degree in Accounting and • MBA in Finance Synergistic expertise working in various industries in: • Hospitality, Food Service, Hi-tech Manufacturing, Utility (electric), Areas of experience: • Accounting, • Bookkeeping, • Payroll, • Business Tax filing, • Individual Income Tax Filing, and • Finance