FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is based on the complexity of the return and filing status. Individual tax preparation starts at $350, while business returns generally start at $600. State returns are billed separately. We’re always transparent about costs, so clients know what to expect before moving forward.
- What is your typical process for working with a new customer?
We begin with a consultation to understand your unique tax and financial situation. From there, we request necessary documents, review prior filings if applicable, and then prepare your return with accuracy and efficiency. Throughout the process, we maintain open communication so you always know the status of your return.
- What education and/or training do you have that relates to your work?
Credentialed tax professionals with over 15 years of combined experience. We are Enrolled Agents, QuickBooks ProAdvisors, and hold an MBA in Accounting. Our background includes ongoing professional education to stay current with tax law changes and best practices.