FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My base rate is $60/hr. but I am very flexible and willing to bill at a flat rate depending on the job or task that is needed. My tax work is more based on the amount of work that needs to be completed (forms) and the individual clients needs. Again, I am very flexible and willing to work with my clients. If you have both, bookkeeping & tax needs I will discount the tax return to be able to assist with both.
- What is your typical process for working with a new customer?
I prefer to talk to my clients either via phone or even email if that is all that is available, so that I am able to understand what their individual needs are and how I can best help them. I have done this type of work in excess of 30 years, so there is very little that I haven't done :-)
- What education and/or training do you have that relates to your work?
I have a Bachelors Degree in Business with emphasis in accounting. I am a Certified QuickBooks ProAdvisor, and I am a CTEC approved tax preparer in the state of CA. I also am an IRS approved tax preparer.