FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Transparent & Flexible Pricing At RoseWise Tax Solutions, I believe in honest, upfront pricing that fits your unique needs. Initial Consultation: This meeting allows me to understand your tax needs and goals. Hourly or Project-Based Rates: After the consultation, pricing is tailored based on the scope of your services. • Hourly Rate: $50/hour • Project-Based Pricing: Often a better value for ongoing or bundled services like bookkeeping + tax prep or payroll + budgeting support. We’ll always agree on a clear plan before work begins.
- What is your typical process for working with a new customer?
My Process for Working With New Clients I make getting started easy and stress-free: Initial Meeting – We start with a consultation where I learn about your current tax situation, and what services you may need. Customized Plan – Based on our conversation, I recommend the best approach — whether that’s hourly work or a flat-rate project for better value. Agreement & Setup – Once we agree on pricing and services, I’ll guide you through any setup needed (document sharing, portal access, etc.). Ongoing Support – I provide consistent, clear communication and dependable service — whether it’s weekly bookkeeping, tax prep, or long-term financial planning.
- What education and/or training do you have that relates to your work?
Education and Professional Background Federally licensed by the IRS: Enrolled Agent with demonstrated expertise in tax preparation, representation, and compliance. An Authorized IRS e‑file Provider. I hold a Bachelor of Science in Business Administration with a Major in Accounting. Over the past 17+ years, I’ve built extensive hands-on experience working in a wide range of industries, including trading companies, manufacturing businesses, property management firms(serving residential properties and homeowner association financials), and tax firms (serving online businesses and restaurants, preparing individual tax returns /business tax returns, 1040, 1120S, 1120, 1065). This diverse background has given me a deep understanding of different tax needs, allowing me to deliver reliable, customized solutions for every client.