FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
What should the customer know about your pricing, such as discounts or fees? Our pricing is transparent and tailored to each client’s needs. We offer flat-rate and subscription-based packages for tax preparation, bookkeeping, payroll, and advisory services so clients know what to expect before work begins. Discounts may be available for bundled services or returning clients. While Thumbtack may display an hourly estimate for transparency, most of our clients choose flat-rate or monthly packages.
- What is your typical process for working with a new customer?
We start with a free consultation to understand the client’s goals, needs, and current situation. From there, we recommend the right service package, provide a clear engagement letter, and outline the next steps and timeline. We use secure, IRS-compliant tools to collect documents, communicate with clients, and make the process smooth, organized, and stress-free.
- What education and/or training do you have that relates to your work?
Hyman Financial Solutions is a CPA firm with professional experience in tax preparation, accounting, bookkeeping, payroll, and financial advisory services. Our background includes experience with individuals, entrepreneurs, and small businesses, along with ongoing professional education to stay current with IRS updates, tax law changes, and accounting standards.