FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing Overview Accounting Services: Starting at $280/month Tax Filing Services: Business Returns: From $550 Individual Returns: From $400 Fractional CFO Services: Starting at 75$/month Discounts: We offer up to 15% off for: Multiple tax returns filed together Historical accounting clean-ups for over a year All pricing is shared upfront—no hidden fees, no surprises. Just clear, transparent service tailored to your needs.
- What is your typical process for working with a new customer?
Our Onboarding Process Introductory Call We start with a quick call to understand your needs—whether personal or business—and explore how we can provide the right support. Tailored Plan & Timeline Based on your requirements, we outline the onboarding process and provide clear timelines for initial setup and ongoing deliverables. Transparent Pricing We share a detailed breakdown of services and pricing upfront, so you know exactly what to expect. Getting Started Once everything is aligned, we onboard you and kick off services—seamlessly and efficiently.
- What education and/or training do you have that relates to your work?
Education & Expertise Our team brings a strong foundation of education and professional training, including: Certified Public Accountants (CPAs) Enrolled Agents (EAs) Certified Management Accountants (CMAs) Chartered Financial Analysts (CFAs) Certified Tax Preparers Many of our professionals have trained at or worked with Big Four accounting firms, giving them deep experience in both complex financial scenarios and everyday tax needs.