FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My fee for services vary based on complexity of work. Standard rates are $140/hour for individual income tax returns, $170 for individual income tax returns that require a schedule “C” business, schedule “E” real estate, or schedule “F” farming, and $200 for business entity income tax returns. Financial planning and investment management fees are negotiable.
- What is your typical process for working with a new customer?
I generally meet with new clients in person or over zoom and get to know each other. If we are a good fit, I'll send you a services agreement via Docusign. I provide secure share file via Dropbox to share documents and generally communicate via email and phone.
- What education and/or training do you have that relates to your work?
I am a licensed and experienced CPA as well as a licensed and experienced investment advisor representative.