FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is affordable and varies depending on complexity of the tax return. Prices start at $190 for most individual returns. Self-employed and business returns start at $300. We design bookkeeping packages specifically to meet the needs of your business. We typically will quote three prices with different cost levels for you to choose from to keep you within your budget.
- What is your typical process for working with a new customer?
Tax Preparation Services: We offer an initial 30 minute consultation to discuss your tax situation. If we are a good fit, I will introduce you to our secure client portal. The client portal will be another way for us to communicate, upload your documents (if desire), review, and e-sign your return. Bookkeeping Services: We conduct an initial complimentary 30 minute consultation to determine if your needs and our services are a fit. If so, we will walk through a check-list of questions allowing me to gather enough information to provide a proposal. My proposal will contain two estimates: 1. A one time estimate to catch-up / clean-up your books and make sure all historical data is correct and in 'best practice' format (*If required*). 2. An ongoing monthly fee to support your specific needs.
- What education and/or training do you have that relates to your work?
Education: • Master of Science in Accounting Western Carolina University, Cullowhee, NC • Bachelor of Science in Accounting & Bachelor of Science in Psychology Iona College, New Rochelle, NY Certifications: • Certified Public Accountant • QuickBooks ProAdvisor