FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer competitive pricing as well as a statisfaction guarantee.
- What is your typical process for working with a new customer?
Our typical process working with clients in and out of state are a free consultation to discuss their needs and to see if we are a good fit. For remote consults, we offer phone calls or a zoom call to put a face to a name. We then will create a client portal where you can securly upload all of your documents needed for the project.
- What education and/or training do you have that relates to your work?
Our team has over 28 years of experience working with individuals and businesss for special accounting projects, tax preparation, planning, bookkeeping and tax advocacey.