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: $45/hour • Project-Based Pricing: Often a better value for ongoing or bundled services like bookkeeping + tax prep + 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 18+ years, I’ve built extensive hands-on experience working in a wide range of industries, including Plumbing service, mobile bar service, health provider service, 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.