FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our tax preparation services start at $99 for individual returns. Pricing varies depending on the complexity of your tax situation and any additional forms or business filings required. We offer transparent, upfront quotes — no hidden fees. Returning clients and referrals also receive special discounts each season. All of our clients enjoy rewards by either doing business with us or referring clients to us. Rewards like restaurant gift cards ($100-$500), ($100-$500 hotel stay rewards to any top brand hotel, we give out quarterly rewards to our top referrers, like a fully paid trip to Cancun, because we are true believers in giving our clients more than what they paid for.
- What is your typical process for working with a new customer?
We start with a free consultation to understand your needs and goals. From there, we’ll securely collect your documents online, review them for accuracy, and prepare your return or bookkeeping plan. Once completed, we review everything together, answer any questions, and e-file your return or deliver your financial reports. The entire process is 100% digital, fast, and stress-free.
- What education and/or training do you have that relates to your work?
Our team consists of experienced and certified tax professionals with backgrounds in accounting, finance, and IRS representation. We complete annual continuing education in tax law updates and compliance to ensure our clients receive the most accurate, up-to-date service every year.