FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Final pricing will be dependent on a consultation with potential client. For tax preparation, Federal individual returns begin at $325, state returns begin at $125, and business returns at $650 (1065, 1120, 1120s). Any accounting work needed prior to preparation of return is charged at $90 per hour.
- What is your typical process for working with a new customer?
Potential client and I will meet to discuss their needs. Based on this conversation, I will make certain recommendations and then provide a proposal/engagement letter with estimated prices, client responsibilities, and my responsibilities.
- What education and/or training do you have that relates to your work?
I have a Masters in Accounting along with a CPA license in the state of Florida.