FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer flat, upfront pricing based on your tax needs — no surprises, hourly fees, or hidden charges. - Basic returns start at $150 - Discounts available for returning clients, multi-year returns, and tax + bookkeeping bundles - You’ll always know the total cost before we begin
- What is your typical process for working with a new customer?
We make it easy from the start: 1. Quick call or message to answer your questions 2. Secure link to upload documents 3. We prepare your return, keep you posted, and file it on time All remote, all secure — and we're available evenings/weekends to work around your schedule.
- What education and/or training do you have that relates to your work?
Monica Duran, our lead tax pro, is a federally licensed IRS Enrolled Agent and Certified Acceptance Agent (CAA). She’s been helping individuals, families, and business owners file accurately and deal with the IRS for over a decade.