- What should the customer know about your pricing (e.g., discounts, fees)?
Sage places a strong emphasis on cost-effectiveness in our operations and minimizing tax liability. Our team is structured in a way that allows different segments of the filing process to be handled independently, resulting in increased efficiency and reduced man-hours. We offer accelerated and prioritized services without additional charges, for urgent requests. Additionally, when multiple similar filings (past 2-5 years) are received concurrently, we optimize man-hours and offer corresponding discounts on project prices. Our primary aim is to maximize deductions an deliver streamlined, cost-effective solutions to our valued clients.
- What is your typical process for working with a new customer?
At Sage, we have a structured process for each type of service we offer. To begin, we engage in introductions and listen to our clients to understand their specific needs and desired outcomes. Our range of services includes Accounting, Individual Tax Filing, Business Tax Filing, and Bookkeeping (for both businesses (using Quickbooks, Xero, Excel) and individuals (using Quicken)). For each service, we analyze the client's income streams, expenses, and the nature of their operations. Based on this, we provide a relevant information request list. Once we receive the necessary information, we proceed to create a tax draft and share it with the client for review and approval. Once approved, we efficiently e-file the tax returns, ensuring a seamless and hassle-free process. Furthermore, we also share a couple of suggestions and insights that could help reduce our clients tax liability for the following year.
- What education and/or training do you have that relates to your work?
Certified tax preparer with PTIN and EFIN holders. We have over 20 CPA's and CFA holders employed San Diego State University Bachelor of Arts (BA), Financial Accounting 2018-2021