FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Engagement fees are typically structured as flat rates for tax preparation and hourly or recurring retainers for consulting. A non-refundable deposit may be requested to start work, with final payment due before filing.
- What is your typical process for working with a new customer?
The process always begins with a FREE initial consultation to determine scope, followed by the execution of an engagement letter and a secure document request. Communication is primarily handled through a digital portal to ensure data integrity and timely updates.
- What education and/or training do you have that relates to your work?
I am an Accredited Small Business Consultant® (ASBC), an IRS Annual Filing Season Program (AFSP) participant, and a QuickBooks ProAdvisor. This combination ensures proficiency in both tax compliance and financial management.