FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We give you a fixed quote before any work starts. It's based on what your situation actually needs, so you won't get a surprise invoice when we're done. - Quoted up front. The price depends on complexity: how many states you file in, whether you have a business, rentals or foreign income, and how many years are involved. We confirm the scope with you before we start. - No hidden fees. State filing fees and government charges are passed through at cost, and we tell you about them in advance. - Bundled pricing if you need more than one thing done, such as several years of back filings, or business and personal returns together. - Ongoing plans for businesses that want monthly bookkeeping plus year-end tax done by one team. Getting it right the first time saves you penalties and amendments later.
- What is your typical process for working with a new customer?
1. Intro call. We learn what you need, what's already been filed, and whether anything is overdue or has a notice attached. 2. Clear quote and checklist. You get a fixed price and a short list of only the documents we actually need. 3. Secure document upload. You share your documents through our secure client platform, so your personal and financial information stays protected. 4. Preparation and internal review. One person prepares the return and a second person reviews it before you ever see it. 5. Your review and sign-off. We walk you through the return, what changed from last year, and anything you should know. 6. E-file and follow-up. We file, confirm acceptance, and tell you what to watch for next year: estimated payments, deadlines, and planning moves.
- What education and/or training do you have that relates to your work?
Clarity is a US tax and accounting firm. Our team comprises Certified Public Accountants (CPAs) and IRS Enrolled Agents (EAs), all holding active IRS PTINs. Every return goes through a two-step process, preparation and then a separate review, so no single person's work goes out unchecked. The team completes continuing education every year to stay current on federal and state tax law changes.