FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We bill fixed rate fees for ongoing monthly services and hourly rates for project accounting and tax services.
- What is your typical process for working with a new customer?
Our process with new clients is simple. We begin with an introductory meeting either by phone or in person to learn about what is needed and then we prepare a proposal for services. If the proposal is accepted, we will guide you through the rest.
- What education and/or training do you have that relates to your work?
Everyone on our team always has at minimum a background and education in business and accounting. Our tax preparers are certified Enrolled Agents and experienced with working directly with the IRS.