Red Eye CPA
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License Type: CPA – Certified Public Accountant (CA)
License verified on 9/12/2021
License Type: Enrolled Agent (IRS) (CA)
License verified on 9/16/2021
- What should the customer know about your pricing (e.g., discounts, fees)?
I prefer working with fixed fees. This eliminates any surprise charges for the customer. Normally I give a quote after a phone conversation or seeing previous year returns.
- What is your typical process for working with a new customer?
All accounting jobs start with engagement letters. It is a standard procedure in the accounting industry. Basically, an engagement letter is a legal agreement, where you promise to pay and I promise to do my job. After that, I ask tax clients to fill out the organizer and submit all documents via a secure exchange portal. I go through provided information and e-mail you my tax questions. If you are a bookkeeping client, I normally start off by asking to add me as your online accountant in Quickbooks.
- What education and/or training do you have that relates to your work?
I have an accounting degree, two certifications, and 8 years of experience