What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is customized to each client, however,
However, it is best to call and get a direct quote.
What is your typical process for working with a new customer?
I provide for a free hour consultation so that the customer has an opportunity to meet me and for me to meet the customer. This helps in establishing the work required in the engagement.
What education and/or training do you have that relates to your work?
Every year I am required to update on Internal Revenue Services tax changes and regulations. I take a minimum of 15 hours CPE hours each year, mostly in the area of taxation and several more hours in various subjects from sales taxes to workers compensations and accounting
I am also certified as a QuickBooks ProAdvisor.
How did you get started doing this type of work?
I began by helping a friend start her flower business over a kitchen table.
What types of customers have you worked with?
We have two separate seasons here. During Income Tax Season we spend most of our time working on tax matters, returns and problems.
We spend most of the year posting General Ledger and developing financial statements and Tax Returns are the most common type of work we receive. From time to time we get involved with payroll services for businesses up to 15-20 employees.
I have also added our certification for Quickbooks as a ProAdvisor to assist customers with QuickBooks.
What advice would you give a customer looking to hire a provider in your area of work?
All Tax Preparers are required to register with the IRS and should be able to provide credentials that state they are in good standing with the IRS.