FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our Prices for monthly "we do it for you" accounting start @ $249 monthly and will vary based upon the complexity of your business and services you choose to use and the frequency with which we assist you. Tax preparation will vary based on forms required and complexity of the return. But in general "average" 1040's that qualify for our flat rate are $495. More complex 1040's with rental and small buisness income will be in the range of $800 - $1,000, multiples of these items and other tax issues like 1031 exchanges or significant investment activities it will be additional. Business entities start @ $1300.
- What is your typical process for working with a new customer?
Like a lot of industries, the internet and mobile technology is changing the model for delivery of public accounting services.It is much more efficient for me to work with clients using email, texts and secure file sharing apps. Free phone consultation, review services with prospective client, obtain signed engagement letter, set up client portal, complete service, send electronic invoice. My work process is lean and cost-effective. That efficiency is reflected in fees I have to charge to be profitable.
- What education and/or training do you have that relates to your work?
As a licensed Colorado CPA I am required to complete continuing education credits: 80 hours every 2 years. 4 hours minimum in Ethics every two years. I focus on tax related items. In Graduate School I focused on Taxation and IRS practice and procedure. I also hold an MBA which allows me a unique CFO view into the business structure.