FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our clients' tax preparation fees are determined on an individual basis. Many factors impact the fee, for example, the number of states attached to a federal return, the number and types of schedules prepared on an individual’s tax return, and the format of the information the client delivers to us . Is the information summarized or do we need to sort and total the information we receive? Based on our years of experience, there are some efforts that are common in the preparation of all tax returns. The common efforts in our proven methods include information gathering, data entry, supervising, reviewing, assembling, and filing. The items in common to all returns set our minimum fee for tax preparation. The minimum preparation fee charge for a Federal 1040, with one state attached is: $300.00 The minimum preparation fee charge for a Federal business tax return, with one state attached is: $550.00 For a firm estimate, based on your particular situation, please give us a call.
- What is your typical process for working with a new customer?
I provide a free 15 minute consultation to get to know and understand my new customer's needs.
- What education and/or training do you have that relates to your work?
I have had my CPA license since 2010 and my PMP since 2013.