ACE ADVISORY MANAGEMENT LLC
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Current Top Pro
Hired 344 times
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14 years in business
Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Square cash app, Stripe, Venmo, Zelle
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Maintain 6 feet of distance from customers
Wear masks during the job
Wear gloves during the job
Disinfect surfaces touched during the job
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Business Tax Preparation
License Type: Broker (NY)
License Type: Investment Adviser Representative (NY)
- What should the customer know about your pricing (e.g., discounts, fees)?
I have a flat price for a basic federal and state return. There is an additional fee if you have multiple state returns and/or need to file a Schedule C D, E or K1. Some customers qualify for the standard flat rate. Business entities such as LLC, C , SCorp and partnership have their own fee structures. There is a $20 referral fee discount/ gift card
- What is your typical process for working with a new customer?
If a client is locally based, I always welcome the opportunity to meet in person and establish a personal relationship from the very start. Otherwise, I am happy to work with a client on a virtual basis, communicating via email, text and phone( FaceTime, Skype), if available. To facilitate the sharing of your sensitive tax and financial documents, I will send you a link for an encrypted Encyro secured portal where you can upload your documents as they become available. After I have had a chance to review them, I will come back to you with follow up questions. For tax clients, when the final returns are ready for your review, I send them to you. After you are satisfied and have signed the electronic filing authorizations, I will go ahead and e-file your returns. For financial planning/retirement planning clients, I will prepare a detailed analysis laying out your options and my suggested recommendations, followed by a phone call to walk through the analysis. I typically remain available for the following three months to answer any follow up questions you may have.
- What education and/or training do you have that relates to your work?
Like other profession to stay ahead of current trends and regulations, I am required to take CE classes yearly to stay informed of new tax regulation. I believe learning and education is an going process; hence i am always taking classes to stay abreast in my various field. Previously, I took a tax course at H&RBlock, Baruch College, Cambridge Business Institute and online tax course. I have my Enrolled Agent designation