FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We can negotiate pricing for hourly services or package multiple services with set fees.
- What is your typical process for working with a new customer?
After the initial inquiry, I send out a questionnaire based on the type of business you have and services you are interested in. We then schedule a consultation to dive deeper into your business situation and get a better idea of what services you need and the scope of those services. If it is a good fit, I will propose an engagement with pricing to fit your needs. During onboarding I will walk you through securely uploading your company files and information so that I can best serve your business and I maintain communication throughout so you know where your projects stand at each stage of the process.
- What education and/or training do you have that relates to your work?
I have a Master's degree in Accounting with a focus on taxation. I have 9 years of experience in the Accounting and Tax industry. Throughout my career, I have managed a small brick-and-mortar tax prep office, worked for a large CPA firm servicing foreign-owned subsidiaries, and even worked as a tax analyst for a software development company following legislation as it is passed and assisting a team in building the program on which returns are processed and filed.