FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
KDA’s services are priced so that we can compete with other accounting firms. We use project by project pricing instead of hourly rates. We are determined not to give our clients “sticker shock” when we present our invoice. We provide them with whatever information they need in order to have more confidence in running their small business.
- What is your typical process for working with a new customer?
How Does It Work? Client may come by the office OR 1. Send us your email address. 2. KDA will setup your personal secured ShareFile, send engagement and other documents. 3. An email is sent to you to setup your password. 4. Complete the documents and upload to your secured ShareFile. 5. KDA will complete your tax return. 6. KDA will upload a summary of your tax return refund, form 8879 and your invoice into your secured ShareFile. 7. You will sign the 8879 (approval for efile) and upload it to your secured ShareFile. 8. Pay your invoice. 9. KDA efiles your tax return to the IRS and State. 10. Your tax return is uploaded to your secured ShareFile. 11. You will receive your refund in 7-21 days. That’s How It Works! “You will have year-round access to your tax return via your secured ShareFile”
- What education and/or training do you have that relates to your work?
Yes. I have to study all new tax laws yearly and complete tests to confirm that knowledge.