FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Standard Fees 1. Accounting per company, review of financial reports to identify accounting errors and other potential issues. • Fixed fee: starting at $300 per week, billed monthly or quarterly. 2. Tax Preparation • Personal Tax Returns: starting at $450 per year and per return (federal and one state), depending on complexity. • Business Tax Returns: starting at $1,000 per year and per return (federal and one state), depending on structure and complexity. 3. Tax Plan Preparation and Advisory • Evaluation of your current tax situation and identification of high-impact, compliant tax-saving strategies. • Preliminary tax assessment and planning to implement tax strategies. • Initial Tax Advisory (1st month): Retainer fee starting at $750. This fee covers general tax advisory services, including an assessment of your business’s tax situation and identifying potential tax-saving strategies. During the first month, I will analyze your current financial records and business structure to identify opportunities to minimize future tax liabilities and develop a plan for tax savings. The focus will be on identifying these opportunities and providing initial advisory. Ongoing Tax Advisory with a CPA • Monthly strategy sessions with ongoing updates based on your financial performance. • Guidance on integrating tax efficiency into your long-term financial planning. • Regular updates on relevant tax law changes. • Quarterly planning and adjustments based on updated goals and financial results. • Ongoing Advisory: Fixed monthly fee starting at $750. Quarterly Tax Savings Implementation (Optional) • Implementation of identified strategies based on scope, complexity, and impact. • Fees will be determined according to the financial value of the work, ensuring ROI-driven pricing. All implementation fees are value-driven and tailored to reflect the measurable impact and return on investment for your business.
- What is your typical process for working with a new customer?
Our Services We offer a full suite of services, including: • Tax planning and advisory • Tax preparation and compliance • Accounting reviews • Strategic financial consultation All designed to help you make smarter decisions—with a clear focus on reducing tax liability and improving long-term financial outcomes. Response Time & Availability • I prioritize responsive, proactive communication with all clients and aim to reply to inquiries within 24 hours. • I am available for monthly/quarterly tax planning sessions and on-demand consultations throughout the year. communication with all clients and aim to reply to inquiries within 24 hours. • I am available for monthly/quarterly tax planning sessions and on-demand consultations throughout the year.