FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer fixed fees based on the scope of work, agreed in writing before services begin. Starting prices include: • Monthly bookkeeping: $300/month for one business, up to 50 transactions and two bank/card accounts. • Individual tax preparation: $350 for a simple Form 1040 without business or rental schedules. • Form 1040 with one Schedule C business: $775 with clean, tax-ready records. • S corporation tax preparation: $1,200; the owner’s individual return is quoted separately. • Form 1040 with one rental property: $600 with organized records, the prior return, and a complete, accurate depreciation schedule. • Payroll support: $175/month for one employee and up to two payroll runs; payroll software is paid separately by the client. Combined bookkeeping and tax packages, including options for real estate investors and ongoing financial guidance, are available by custom quote. Monthly bookkeeping onboarding is $250. Prior-period cleanup, depreciation reconstruction, additional entities, and more complex work are quoted separately. Final fees depend on volume, complexity, and the condition of your records. After an initial consultation, you’ll receive a written proposal to review before any work begins.
- What is your typical process for working with a new customer?
We begin with a short conversation about your needs, deadlines, and current records. I then review the information needed to define the work and provide a written proposal outlining services, fees, and responsibilities. Once agreed, we complete onboarding and arrange secure document sharing. For ongoing clients, we establish a monthly schedule and clear communication expectations.
- What education and/or training do you have that relates to your work?
I am a Certified Public Accountant with a Master of Accountancy and a Bachelor of Business Administration in Accounting. I bring more than 20 years of experience across accounting, tax, auditing, financial management, and internal controls. My background includes public accounting and senior financial leadership roles. I continue developing my knowledge through professional education and training relevant to the services I provide.