Flax CPA & Business Solutions
Hired 2 times
5 years in business
Cash, Check, Credit card, PayPal, Venmo
Customers rated this pro highly for work quality, professionalism, and responsiveness.
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- What should the customer know about your pricing (e.g., discounts, fees)?
The most important thing to understand is that paying a couple of hundred dollars more for a true professional can save you thousands of dollars in taxes. A certified public accountant heavily experienced in taxation will be able to provide far more value than an enrolled agent or other tax preparer with no certification. Our services are bundled into a fixed monthly fee. On our initial phone call, we will walk through a list of questions and I will provide a fee and an engagement letter based on those questions during the call.
- What is your typical process for working with a new customer?
I start by establishing the relationship with a simple consultation to learn more about you and/or your business' financial situation and understand the best ways I can help you. For accounting and bookkeeping, I start by getting your books up-to-date using information from your bank statements. On a monthly basis thereafter, I will reconcile your bank accounts with your payables and receivables. I then provide month-end reports that are specific to your industry and reflect the information that you need most. Any suggested adjustments to the accounting process will be discussed and explained before they are implemented. For tax preparation and planning, I will review prior-year documents and promptly let you know if additional information is needed. Once the returns are completed, I will send them to you with the e-file signature pages via the secure portal for you to review and ask any questions. Once you are satisfied, I will e-file the federal and state tax returns and confirm with you once they have been accepted by the IRS and state authorities.
- What education and/or training do you have that relates to your work?
My experience and training comes from my time as a Senior Tax Consultant at Deloitte, the largest professional services firm in the world. I am a licensed CPA in the state of Illinois (with an average exam score 96%). I have an undergraduate degree in Accounting and I have an MBA degree in Finance where I learned about small to mid-size business best practices.