Growth Unlimited Tax and Financial Services
Hired 2 times
16 years in business
- What should the customer know about your pricing (e.g., discounts, fees)?
I have a lot of clients that have discounted tax returns from Referral Fees, and some that have been with me since inception, so there is a varied range in what my clients get charged - Not everyone's return can be lumped into 3 categories... But just so you get an idea of pricing, If they could be in simple categories: 1040 EZ $60-70 - I urge people to try themselves and help walk them through it on an online free service if they would like. 1040 / 1040A $100.00 - 150.00 I do not charge "per form" for any of my services. 1040 Independent Contractor Businesses - Sch C $350.00 - 450.00 Typically, but I do not charge extra for 1099's or sales tax filings and will help you year round. 1065 Partnership or 1120/S Corporate Returns and Information forms $550.00-650.00 no additional fees to file Franchise Tax Reports and help you with Financials. Bookkeeping Prices are all individually based on the company and amount of work involved.
- What is your typical process for working with a new customer?
To meet with them personally, find out about them individually, and talk to them about their family, career, hobbies, goals and dreams. Then, of course, I have to ask them about income, business, deductions, and all the detailed stuff. I prefer to have some coffee and get to know someone so I can help them find deductions they did not even know existed, and possibly streamline any business functions they are having issues with.
- What education and/or training do you have that relates to your work?
Out of High School I worked for an Auditing Firm for Government and Non-Profit Entities for 6 years. I went to a few colleges and then started a Financial Services company, all the while working full time with other companies as the Accountant or Accounting Manager. I had a wonderful business until the economy declined in 2008 and I had a daughter I wanted to stay home with, so I just kept doing what I was already doing at home - and it has just grown to be a full time position. I help people with Bookkeeping monthly and provide tax preparation services for many individuals and businesses. I have almost 15 years of Accounting, Auditing, Tax, Financial and Business experience and have become well versed in many specific industries.