FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing depends on complexity, timeline, and how organized your records are. Upfront prices cover a standard return and one state filing with clean, complete documents. Additional states, catch up bookkeeping, amended returns, multiple entities, or complex items (multi member LLCs, K 1s, crypto heavy activity, foreign reporting) are quoted after a quick review. We’ll always confirm pricing before we start work.
- What is your typical process for working with a new customer?
1. Quick intro call or message to understand your situation and deadline 2. Secure document upload and short intake questionnaire 3. We review and confirm scope, timeline, and a clear quote 4. Preparation work and follow up questions if anything is missing 5. Review the final return with you, then e file and share copies 6. Ongoing support for notices or questions after filing
- What education and/or training do you have that relates to your work?
Our team specializes in bookkeeping, payroll support, and tax preparation for individuals and small businesses. We work with common accounting and tax software (including QuickBooks) and stay current on filing requirements and documentation standards so clients stay compliant and organized.