St. Pete Tax and Consulting, Inc.
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I highly recommend Andrew's wok! Andrew installed a commercial project management / CRM software for my office and trained me on it. I operate a small business and my client base had been growing, but I had been tracking everything either on paper or in my head, which started to get unmanageable. I was spending more time finding things then actually doing the work, which was incredibly stressfull. Thanks to Andrew, I can now keep track of my clients and projects. I'd highly recommend using this service.Aug 26, 2020
- What should the customer know about your pricing (e.g., discounts, fees)?Although there are standard prices, tax preparation and accounting prices can be highly customizable depending on your overall situation and packages needed. I do not charge 'by the hour', as that leads to surprise bills for customers. When accountants work 'by the hour', the incentive is for them to take their time on your urgent project. I will quote you an upfront, exact, and fixed price for your project.
- What is your typical process for working with a new customer?I'm a people person and to me, getting to know the people behind the tax returns and businesses is a must. If we have a good understanding of your personal financial goals or your business strategy, then we can make informed decisions on how to leverage your annual tax compliance to get there. When you work with me, we will schedule either an in-person or virtual meeting that works on your schedule. We'll cover what you want to accomplish as well as go over the typical process and what we'll need to complete the job.
- What education and/or training do you have that relates to your work?I have extensive experience preparing all kinds of tax returns (personal, business, estate and trust, gift), ranging from simple to complex, as well as multi state taxation experience. I have worked in public accounting for five years. I've worked for several firms ranging in size from a small office to one of the top global CPA firms. I have a Master's degree in accounting and I'm one class shy of an MBA with a concentration in Business Analytics, and I am currently studying to take the CPA exam to become a licensed CPA.