FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Prices vary depending on service type
- What is your typical process for working with a new customer?
We first speak with the customer about their financial needs and based on that conversation we can usually give you pricing for that service. Before you engage our company we can meet in person or everything can be done online.
- What education and/or training do you have that relates to your work?
All our staff is certified/licensed in certain areas. They range from CPA, EA, registered tax preparer, Quickbooks certified pro advisors and advanced advisors.