FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Currently offering a 10% discount for new clients through October 31, 2025! We use a fixed pricing structure for both tax & bookkeeping services. Tax is one lump sum payment, and bookkeeping is monthly recurring payments due on the 1st of each month. Catch up & clean up bookkeeping jobs are one lump sum, however.
- What is your typical process for working with a new customer?
First, I want to know what your needs are and how I can best help you reach them. After that, will send over a private link for you to upload all of your documents to (if necessary), and I'll get to right to work. E-signing is done remote as well, along with payment beforehand. Digital copies of your tax returns will also be sent with a secure password.
- What education and/or training do you have that relates to your work?
Bachelors in Accounting with Honors from Lewis University, work experience as a property management bookkeeper, tax season intern, and staff accountant at a tax accounting firm. Licensed CPA (Certified Public Accountant) that scored exceptionally well on the tax portion of the exam.