FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We believe in honest upfront communication about our fees and services. Instead of quoting hourly, we prefer to quote a fixed price so our customers are always in the know.
- What is your typical process for working with a new customer?
Every great relationship begins with honest, clear and detailed communication. The more information you provide, the better we can help you make decisions and address your financial and tax needs.
- What education and/or training do you have that relates to your work?
Our professionals are licensed IRS enrolled agents, CPAs, attorneys, and business advisors with 30+ years of industry experience and insight.