FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our firm is sensitive to the budgets of small businesses and individuals. Most new clients come to us after shopping around and are happy with our fee structure.
- What is your typical process for working with a new customer?
All new clients are given a complimentary initial consultation via video or phone conference call. We discuss any questions or comments the client may have. We provide a free secure site to upload Accounting and tax documents. So you will never have visit our office. Books a Mess? No Problem! If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year.
- What education and/or training do you have that relates to your work?
I have a Master's degree in Accounting and I am a Certified Public Accountant. I have been serving small businesses with their tax filings and bookkeeping needs for over 16 years. Annually, I attend professional training to ensure I am up to date with all Accounting and tax law changes. I recently worked as Senior Seasonal Tax Expert Intuit, working virtually side-by-side to help TurboTax customers with tax advice, return review & preparation, product inquiries, and tax calculations.