FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing for the Accounting and tax services depends on the amount of work involved and/or the number of forms required to be filed. Some of my services are priced at a fixed rate such as payroll processing which starts at $20/month for a monthly paycheck for 1-5 employees then goes up depending on the frequency of the paychecks and the number of the employees. My standard rate for processing Quarterly Employment Reports runs $80/quarter. My standard rate for IRS calls run $50/hour.
- What is your typical process for working with a new customer?
I do an initial consultation, at no change, to find out more information about the services being requested. This consultation can be done via email, over the phone, or face-to-face; whichever the potential client prefers. Once we agree to work together, I gather the required information and proceed with the job requested. I like to keep open communication throughout the entire process.
- What education and/or training do you have that relates to your work?
I hold an Enrolled Agent designation with the IRS and a Bachelor Degree in Accounting. I am currently pursuing my MBA with a concentration in Accounting. I take several continuing education classes each year to stay up on current changes and industry strategies for accounting, tax, and financial services.