FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Bookkeeping Fees Tax and Filing Preparation Fees Late Filing Fees
- What is your typical process for working with a new customer?
Typical Process for Working With a New Customer Initial Contact & Consultation I begin by learning about your needs, goals, and any challenges you’re facing. This helps me understand exactly how I can support you and what services will be the best fit. Document Review & Information Gathering Once we decide to move forward, you’ll provide any necessary documents or background information. I review everything carefully to ensure accuracy and a full understanding of your situation. Customized Plan or Service Outline I prepare a tailored plan, whether it’s tax preparation, financial planning, bookkeeping, or estate planning guidance. This includes what’s included, timelines, and any costs involved. Execution of Services I begin working on your project with attention to detail and consistent communication. You’ll receive updates as needed and have the opportunity to ask questions at any time. Review & Finalization Before finalizing any work, I walk you through the results to ensure everything is clear and meets your expectations. Any adjustments are made at this stage. Delivery of Completed Work You receive your finalized documents, filings, or financial plan securely and promptly. Ongoing Support I remain available for follow-up questions, additional services, or future planning needs. My goal is to build long-term relationships based on trust and quality service.
- What education and/or training do you have that relates to your work?
I have extensive professional training in accounting, tax preparation, and financial management. My background includes formal education in accounting principles, hands-on experience with federal and state tax regulations, and ongoing professional development to stay current with the latest IRS guidelines and financial planning standards. I’ve worked with individuals, families, and small businesses to provide accurate tax filing, bookkeeping, financial planning, and trust/estate guidance. I continue to expand my expertise through yearly tax law updates, software training, and advanced courses to ensure my clients always receive knowledgeable, up-to-date support.