FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our hourly fees are based on your unique tax situation and the depth of knowledge required.
- What is your typical process for working with a new customer?
We meet and greet you with our FREE assessment (via phone, Skype, Zoom, or in-person, approx. 20 mins) and give new clients a quote they can rely on. We then set up accounts and provide information lists to get started. Our secure website portals are secure and remote capable.
- What education and/or training do you have that relates to your work?
BS Accountancy ASU CPA 30+ years experience.