FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our services are priced based on the level of work required. Individual and small business tax preparation starts at $475. Corporate and partnership returns are priced separately based on complexity. We also offer monthly bookkeeping and business formation services with pricing based on your business needs. You’ll receive clear pricing before services begin.
- What is your typical process for working with a new customer?
Everything is handled virtually through our secure client portal. You’ll complete your intake, upload your tax documents, and we’ll review everything before preparation begins. We communicate with you throughout the process, review the completed return with you, obtain signatures, and electronically file when ready.
- What education and/or training do you have that relates to your work?
I have continued my education in taxation, bookkeeping, tax compliance, and business operations. I also regularly complete continuing education and stay current on IRS updates and tax law changes so I can properly serve my clients.