By The Book Tax & Accounting
Customers rated this pro highly for work quality, professionalism, and value.
License Type: CPA – Certified Public Accountant (CA)
License verified on 5/3/2021
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing starts at $300 and only increases if you have complex activities. For example, if you and your spouse each have a W-2, own your home, and have some stock sales/dividends our fee would be $300. If you have a small business or rental properties then our fees are as follows: -Sch C (Small Business) fees start at $450 -Sch E (K-1 from LLC, S corp, etc) fees start at $450 -Sch E (Rental Property) fees start at $600 Also we offer discounts for public school teachers and support staff!
- What is your typical process for working with a new customer?
1. For most new clients we usually will have an introductory email or call and discuss what you do for a living and the activities or concerns you have. We will provide you with a quote up front. 2. Next we will send you an engagement letter that lists the services you want. You can e-sign and pay your first deposit electronically. 3. To get started we will send you our organizers so you can gather your documents, and set you up with a client portal so you can securely send us your tax info. 4. Upload your documents, and let us know once you've sent everything. We'll do the rest from here. 5. Keep an eye out for any questions from us (usually by email) and we'll let you know when you're returns are finished. 6. Once finished, you can e-sign your returns, and we'll submit everything on your behalf. If any questions come up during the tax return process, you can reach out to us anytime via email or phone.
- What education and/or training do you have that relates to your work?
I received an Accounting & Finance degree from California State University - Fullerton. After graduating I went into the tax field and worked for 6 years for a boutique tax firm specializing in real estate and small business tax planning. I earned my CPA certification and regularly attend continuing education classes to make sure I am up to date on the latest tax news.