FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Thank you for your interest in my services. My Accounting & Tax Firm offers tax preparation, tax planning, and CFO services. The pricing of these services are based upon complexity of each service and the amount of work involved to solve your accounting & tax problems.
- What is your typical process for working with a new customer?
The typical process of working with a new customer is to first schedule a strategy call. The prospect client will be required to complete a brief questionnaire that will provide the firm with information on their individual/business background as it relates to accounting & tax needs. After the strategy call, both client and customer will determine if there is a best fit, and an offer will be communicated with information on how the new customer can secure services.
- What education and/or training do you have that relates to your work?
I have the following education/trainings: - Enrolled Agent license (highest professional accreditation awarded by the Internal Revenue Service that allows representation in all 50 states and U.S. jurisdictions) - Annual continuous education requirements for Enrolled Agent license - Master of Business Administration - Bachelors of Science in Accounting - Associates in Science in Business Administration - Formally Credit Trained (via Top 10 U.S. Bank which equips students with the necessary skills to perform quantitative analysis of financial data to determine the creditworthiness of a borrower).