FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is transparent and based on the complexity and volume of your bookkeeping and tax needs. We offer flexible monthly packages, one-time cleanups, and competitive rates for tax preparation. New clients may qualify for discounted setup or first-month services—contact us for a free quote.
- What is your typical process for working with a new customer?
We start with a free consultation to understand your business, goals, and current bookkeeping or tax situation. After assessing your needs, we provide a customized service plan and set up secure access to your financial documents or software. Once onboarding is complete, we begin regular bookkeeping or tax preparation, with clear communication and ongoing support every step of the way.
- What education and/or training do you have that relates to your work?
I am an Enrolled Agent (EA), federally licensed by the IRS to represent taxpayers and specialize in tax matters. In addition, I have a strong background in accounting, tax law, and small business financial management, supported by years of hands-on experience in bookkeeping, tax preparation, and compliance. I stay current through continuing education and industry updates to ensure clients receive accurate, up-to-date guidance.