Q. What education and/or training do you have that relates to your work?
A. As an IRS Enrolled Agent, CA Registered Tax Preparer and Certified Management Accountant I am required to complete between 20 and 30 hours of continuing education annually in order to keep my credentials. Even if it were not a requirement, I would seek continuing education just to keep up with changes that affect my clients.
Q. Do you have a standard pricing system for your service? If so, please share the details here.
A. 1-For Tax Preparation: Fees are based upon complexity of the tax return. Generally, this is dependant on the number and types of IRS forms needed to complete the return. The first state return is included with the price of the Federal return.
2-IRS Representation: Whenever there is involvement with the IRS or a state taxing entity a prepaid retainer is required.
3-For Bookkeeping Services: We give our clients a choice. After an initial interview we will provide a firm fixed quote for the project. This quote is the price even if more than the estimated time is needed to complete the project. As an alternative, the client may choose our competitive hourly rate.
Q. What types of customers have you worked with?
A. 1 - Ongoing monthly bookkeeping service including financial statement preparation and analysis.
2 - Year end compilation of business data for tax preparation.
3- Assisting entrepreneurs in developing their business plans and forming an S-Corporation or LLC, and related fictitious name.
4 - New & returning tax clients for year end tax preparation
5 - IRS Representation and Tax Resolution- We represent clients before the IRS and state taxing agencies in order to obtain the most favorable settlement for our client.
Q. What advice would you give a customer looking to hire a provider in your area of work?
A. Consider more than just price when looking for business services that impact you or your business. Look for a qualified and credentialed professional to provide your business services. Saving a few dollars now, may end up costing considerable dollars to correct errors and put your books or taxes in proper order.