FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Business tax returns and individual returns with complex investments start at $900. I ask my clients to sign a service agreement and make a deposit during the onboarding process.
- What types of customers have you worked with?
Working in Silicon Valley has made it so many of my clients are tech company employees who have employee stock plans. Another focus of mine is rental real estate enterprises, especially those looking to sell or exchange a property. Also, many homeowners have sought my professional assistance in preparing their personal returns due to tax law changes that have made itemizing deductions more complicated.
- Describe a recent project you are fond of. How long did it take?
I was contacted by a client who was under examination for the sale of a rental property that occurred several years prior. Over the course of 3 months, I represented them as an Enrolled Agent before the California FTB and took care of what was a very consequential accounting error made by the previous preparer. Compared to what the unmitigated tax liability would have been from the IRS and CA I was able to save them $75,000