FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
- Bookkeeping: Pricing is tailored to individual business or individual needs: Starting at $250 per month, costs may vary based on complexity. - 1040 Tax Preparation: Starting at $100 for personal tax return preparation. - Small Business Tax Preparation: Starting at $200 for small business tax return preparation. -Business Formation for Florida: Flat fee of $100 for assisting with business formation in Florida. - Notary Services: Starting at $10 for basic notary services. - IRS Installment Agreement: Fixed fee of $100 for assistance with setting up an IRS installment agreement.
- What is your typical process for working with a new customer?
* Consultation: Initiate a conversation to understand the customer's needs and requirements. * Assessment: Gather details about their financial situation, business size, and challenges. * Proposal: Create a tailored proposal with services, pricing, and timelines. * Agreement: Present an engagement agreement for review and signature. * Data Collection: Obtain necessary financial and tax documents securely. * Setup: Configure systems if needed (e.g., software, access). * Services: Provide bookkeeping, notary, and tax preparation as agreed. * Communication: Maintain regular updates and address queries. * Review: Ensure accuracy of records, documents, and tax returns. * Delivery: Hand over finalized documents and provide explanations. * Support: Offer ongoing assistance for inquiries or adjustments.
- What education and/or training do you have that relates to your work?
Certified tax preparer, Florida Notary Public, Certified QB Bookkeeper.