FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer discounts for first responder, military, veterans, senior citizens, returning clients, and referrals. The referral discount is somewhat different as the referring party could elect to receive a referral fee, or pass the fee onto the new client. Referral fees and discounts are disclosed on the invoice. We perform more tax returns than anything and our average tax returns are $300 for individual, $600 for Business, and maybe $750 for both.
- What is your typical process for working with a new customer?
With clients all over the US, we generally start by emailing the client a link to our Sync server so they have secure access to their file. We place a document on Sync that includes information we have and information we need. We are able to ask and answer questions in this file and it creates a record. We generally include the engagement scope and estimate for work to Sync. The client uploads documents to Sync where we are able to place a preliminary work product back on the server to discuss with client prior to obtaining approval to file.
- What education and/or training do you have that relates to your work?
Mr Taylor has worked in tax since 2005, holds a business management degree, and a masters in accountancy from Stetson University in Deland FL. He was a field agent with the IRS until 2017 when he left to start AllanTaylor, CPA. As current CPA and CMA he specializes in Tax, management accounting, forensic defense and business services across the US.