FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Generally, I charge by both complexity and time spent on tax returns and various accounting projects. My minimum fee for a federal personal tax return is $250. My minimum fee for business tax returns is $399. If I have to charge bookkeeping fees, my rate is $50/hour. Various other projects, including tax resolution depend on complexity, but I generally charge $25.00/hour for easy administrative projects all the way up to $150.00/hour for tax resolution.
- What is your typical process for working with a new customer?
I typically schedule a call or an in-office appt with them. If everything goes well, I will gather all the information to work on the return or project. Turn around times depend on complexity and how big the project is. If I have everything and it is a standard return, 24-72 business hours for completion on most projects that I have all the information. Longer times are often the norm as I usually don't have all the information. As soon as the client pays I will send the return or project for review and signoff.
- What education and/or training do you have that relates to your work?
I hold a Bachelor’s Degree in Business Administration from Southeast Missouri State University. I also furthered my education my taking courses at Keiser University in Florida. Currently, I hold an Enrolled Agent’s License able to practice before the IRS. I have worked for both private companies and various accounting firms in various tax and accounting positions.