- What should the customer know about your pricing (e.g., discounts, fees)?
Our prices are based on an annual fee structure. Our services are year-round, and you will be connected to a dedicated tax coordinator for year-round support. The listed price includes 3 additional tax analysis meetings per year. You also have the option to pay in 4 equal payments upon enrollment.
- What is your typical process for working with a new customer?
We start with a 25-minute discovery meeting. Clients will be asked to upload information and documents via a secure portal to get started. Upon package selection, we will get you moving through our cycle updating you at each step of the way. We are always accessible inside our secure portal, and questions are answered daily.
- What education and/or training do you have that relates to your work?
Bachelor's of Science in Accounting Masters of Business Administration IRS Enrolled Agent