FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
At Axio AI, we prioritize value over cost—ensuring you receive expert tax and accounting services tailored to your financial needs. While we remain competitive on pricing, our focus is on delivering high-quality financial solutions that help you save more in the long run. No hidden fees – Transparent pricing with no surprise charges. Custom pricing based on complexity – We match you with professionals who offer the best value for your needs. Bulk filing discounts – If you have multiple years of back taxes or multiple filings, professionals on our platform may offer bundled pricing. Our goal is not just to provide affordable services, but to help you maximize deductions, reduce liabilities, and stay compliant—ensuring the best financial outcome.
- What is your typical process for working with a new customer?
We believe in a personalized, results-driven approach to tax and accounting services: Initial Consultation – We assess your needs, goals, and challenges to come up with best solutions that fit your need Customized Solutions – Whether you need bookkeeping, tax filing, or CFO services, our experts create a plan tailored to you. Tax & Financial Strategy – Beyond just preparing filings, we ensure you benefit from proactive tax-saving strategies. Review & Approval – Before filing, we review your financials and tax return with you to ensure accuracy and optimization. Seamless E-Filing & Reporting – Once approved, your returns are filed efficiently, and we provide insights to improve your future financial planning.
- What education and/or training do you have that relates to your work?
Our Expertise and Education Certified Tax Preparer: Licensed with PTIN and EFIN for tax preparation. Experienced Team: Over 20 CPAs and CFA holders. Education: San Diego State University BA in Financial Accounting (2018-2021). At Axio AI, our qualifications and experienced team ensure we deliver top-tier financial services with confidence and precision.