FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Individual Tax Return: $350 All other services: $75/hr
- What is your typical process for working with a new customer?
First, I will talk to any new client to find out what they need specifically and what I need to successfully complete a project. Next, I will start the project, and if anything comes up that requires that I request more information, I will reach out to the customer again. After that, I will go over a draft of the the result of the project (e.g. tax return, financial statements, etc.) with the client and answer any questions that the client has. If anything needs to be revised, I will make revisions and deliver a new draft. Lastly, if everything is good to go, I will deliver the final result, and for tax returns, request a signature of the Form 8879 so I can electronically-file the client's tax return. With the delivery of the result, I will also include the invoice for the services rendered.
- What education and/or training do you have that relates to your work?
I have Bachelor's and Master's degree in Accounting, I am a licensed Certified Public Accountant (CPA), and I am certified by Intuit as a QuickBooks ProAdvisor and in QuickBooks Payroll.