FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is transparent and tailored to each client’s unique needs. For tax preparation, bookkeeping, and payroll, we offer flat-rate or subscription-based packages so there are no surprises. Discounts may be available for bundled services or returning clients. We’re committed to delivering value, not hidden fees.
- What is your typical process for working with a new customer?
We start with a free consultation to understand your situation and goals. From there, we recommend the right service package, provide a clear engagement letter, and outline timelines. We use secure, IRS-compliant tools to collect your information, making the process smooth and stress-free.
- What education and/or training do you have that relates to your work?
I am a licensed CPA with years of experience in tax preparation, accounting, and financial advisory. My background includes working at top firms, and I stay current with IRS updates and accounting standards through continuing education