FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
A: If you are entitled to a tax refund, our tax preparation fees are typically debited directly from your refund. This process is streamlined for your convenience, allowing the remaining balance of your refund to be directly deposited into your bank account. A: In cases where you do not have a tax refund, payment for our tax preparation services will be required upfront. We ensure transparent pricing so you'll know exactly what to expect before we begin. A: For services beyond tax preparation, we begin with a complimentary consultation to understand your specific needs. Following this, we will provide you with a personalized proposal. This proposal is tailored to address your unique requirements, ensuring you receive the most effective solutions for your financial situation.
- What is your typical process for working with a new customer?
A: Our typical process begins with a complimentary one-on-one consultation. This initial meeting is crucial for us to understand your unique financial needs and goals. After this consultation, we will provide you with detailed steps outlining our proposed services. This approach gives you complete clarity around the exact process we'll undertake. Additionally, it offers an excellent opportunity for you to ask any questions you may have, ensuring that you're fully informed and comfortable with the next steps in managing your financial needs.
- What types of customers have you worked with?
A: Our experience primarily spans across a diverse range of clientele. We have worked extensively with small business owners, individuals who pursue side hustles, high-income earners, and investors. Our client base includes single-member businesses as well as growing companies. This broad spectrum of clients has enabled us to gain a deep understanding of various financial needs and challenges, allowing us to provide tailored advice and solutions to each unique situation. A: Our niche is primarily centered around small businesses. We understand the unique challenges and opportunities that small business owners face, and we specialize in providing tailored financial solutions to meet these specific needs. Whether it's tax planning, bookkeeping, or strategic business advice, our expertise is geared towards helping small businesses thrive and grow.