FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing depends on the service, complexity, number of forms, income sources, and amount of work required. We provide clear pricing after reviewing your needs, so you understand the cost before moving forward. Flexible payment methods are available. For tax preparation, additional forms, self-employment income, business activity, bookkeeping cleanup, or prior-year filings may affect the final price.
- What is your typical process for working with a new customer?
We begin with a brief consultation to understand your needs and determine which documents or information will be required. Once everything is received, our team reviews the information, asks any necessary follow-up questions, and prepares the requested work. We explain the results and next steps clearly before anything is finalized. Appointments are available virtually or in person, with support in English and Spanish.
- How did you get started doing this type of work?
Vital Investments was founded in 2019 with a mission to make essential financial and business services easier to understand. We saw that many individuals and business owners needed more than a completed form, they needed someone who would explain the process, answer their questions, and help them avoid costly mistakes. That education-first approach continues to guide how we provide tax preparation and business support today.