Credentials

FAQs

• What should the customer know about your pricing (e.g., discounts, fees)?
  Our pricing is very simple, it is established based on a case by case situation. Initial consultation are FREE! We offer discounts to Non-Profit Organizations, Start-Ups, and Chamber of Commerce members. Please call us or schedule an appointment for all your business and personal financial needs.
• What is your typical process for working with a new customer?
  There is an initial consult, which is free for all potential clients. This is where we review the situation, and where we come up with a course of action catered to your needs. Initial consults are preferred in-person, however, phone and video consultations are available for scheduling.
• What education and/or training do you have that relates to your work?
  We've been in business since 2017, and have over 15 years of experience in tax and accounting. Our team has worked at H&R Block and some of the top accounting companies in the nation. Our team is certified in QuickBooks Desktop and QuickBooks Online, Xero, NetSuite, Lacerte, and more.