Michael Schonig, CPA
Responds within a day
Hired 2 times
Serves Centerport, NY
8 years in business
Cash, PayPal, Venmo
Customers rated this pro highly for professionalism, work quality, and value.
Read reviews that mention:
License Type: Accountant, Certified Public (NY)
- What should the customer know about your pricing (e.g., discounts, fees)?
Many tax professionals charge clients on an hourly rate. This often results in surprise bills and fees which are unknown until the work is completed. On most projects, I arrange a set fee with clients beforehand, which avoids surprises and is enumerated in an engagement letter describing the scope of work and fees for both parties to sign. Sometimes work is completed using an hourly rate and in these instances, frequent communication on expected fees and status occur to keep all parties informed to the project's status and cost.
- What is your typical process for working with a new customer?
We will have an initial consultation to discuss your needs and expectations. Usually, I am provided with a set of your previous records or filings and will return to you a fee quote, or for more in-depth engagements, a written proposal. If you agree with the proposal, we will memorialize our understanding in an engagement letter, and you will be set-up in my software systems to securely transfer information. Through-out the process of us working together, to the extent available, I will propose planning ideas that can be implemented, or items to consider for the future.
- What education and/or training do you have that relates to your work?
I am a licensed CPA, with over a decade of experience assisting businesses and their owners in U.S. based tax issued, and I possess degrees in (BBA) Accounting and (MS) Taxation. I have been published in regional (Tax Stringer) and national tax publications (Tax Advisor).