FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is based on the complexity of your needs and the type of service required. We offer both hourly and flat fee options, so you’ll always know what to expect up front. For individual tax returns, fees typically range from $350+, while business returns (such as S-corporations) generally fall between $999+. There are no hidden fees, and we’re happy to discuss your situation in detail before any work begins. If you have ongoing needs, we can also explore discounted rates for bundled or recurring services.
- What is your typical process for working with a new customer?
Our process for working with new customers is designed to be straightforward, transparent, and tailored to your needs: Initial Consultation: We start with a conversation to understand your goals, financial situation, and any specific concerns. This can be done by phone, email, or in person—whatever works best for you. Information Gathering: We’ll ask for the necessary documents and details related to your tax or accounting needs. This helps us get a complete picture and ensures nothing is missed. Assessment & Proposal: After reviewing your information, we’ll outline the recommended services, explain our approach, and provide a clear pricing estimate—so you know exactly what to expect. Onboarding & Planning: Once you’re ready to move forward, we’ll set up your account and begin any required planning or preparation work. We use secure, efficient tools to make this process as smooth as possible. Ongoing Communication: You’ll have direct access for questions and updates throughout the engagement. We focus on being accessible, responsive, and proactive with our advice. Review & Next Steps: After delivering the agreed services, we’ll walk you through the results, answer any questions, and discuss strategies for ongoing financial success. Our goal is to make the experience easy, personalized, and valuable from day one.
- What education and/or training do you have that relates to your work?
You can be assured that every return is reviewed and/or signed off by a New York State licensed CPA. In addition, we bring over 18 years of public accounting experience as a Tax Manager at a reputable CPA firm in NYC. Our team holds degrees from both Pace University and Baruch College, ensuring a strong educational foundation and a commitment to excellence in every engagement.