FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We have upfront and affordable pricing so that you’re never surprised. We will work to understand the complexity and provide a final quote.
- What is your typical process for working with a new customer?
We will have a few questions to understand your tax situation and then we will onboard you to our client portal. This portal will allow for 100% virtual tax preparation for yourself or your business.
- What education and/or training do you have that relates to your work?
I’ve been a CPA for almost 12 years and have worked at the Big 4 public accounting firms and for Fortune 500 companies.