FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Being Enrolled Agents and CPAs, we prepare and file many types of tax returns in all 50 states, including individuals, nonprofits, partnerships, S corps, and C corps all at a flat rate so that you know exactly how much you’re paying in advance.
- What is your typical process for working with a new customer?
For a new client, we start with a Google Meet to discuss your needs and provide a flat-rate quote. Once we begin, you'll receive access to a secure client portal to safely upload your documents. We maintain regular communication via email to provide updates, share reports, and ensure your books and taxes are handled with complete accuracy.
- What education and/or training do you have that relates to your work?
Our team has Master's Degrees in Accounting. We are licensed Enrolled Agents and CPAs, QuickBooks ProAdvisor's, and have gained extensive professional experience in the largest public accounting firms in the world.