FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is based on the complexity of your tax return or the volume and scope of your business’s accounting needs. I provide a clear quote before beginning any work, and additional fees are never charged without first discussing them with you. Factors such as multiple businesses, rental properties, additional state returns, bookkeeping cleanup, or amended returns may affect the final price. Initial consultations are free, and discounted tax preparation may be available for ongoing bookkeeping clients.
- What is your typical process for working with a new customer?
I begin with a free consultation to understand your needs, answer questions, and identify the services required. After reviewing the scope, I provide clear pricing before any work begins. Clients can submit documents securely online, and I stay in communication throughout the process if additional information is needed. Once the work is completed, I review the results with you and make sure you understand your tax return or financial reports before anything is finalized or filed.
- What education and/or training do you have that relates to your work?
I am a licensed Certified Public Accountant with an MBA, a bachelor’s degree, and an associate degree in accounting. I have more than a decade of progressive accounting and financial leadership experience, including serving as a Chief Financial Officer and Director of Accounting. I also teach college-level financial and managerial accounting, which has strengthened my ability to explain complex financial and tax matters in clear, practical terms.