FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The initial consultation is free and our fees are very competitive. We can arrange a flat fee or hourly rate, depending upon your preference and the complexity of the return. Tax Planning, business consulting, and tax resolution services are typically quoted on an hourly basis. We provide a discount for new clients and if you love our services we provide a referral credit if the person you refer becomes a client.
- What is your typical process for working with a new customer?
We typically start with a consultation to determine the scope of the project and the time line for completion to set clear expectations. Once this is established work begins and communication happens as necessary to complete the project.
- What education and/or training do you have that relates to your work?
We're licensed Certified Public Accountants (CPA’s) who are held to the highest standards of professional conduct. This allows us to file returns on your behalf in any state. Each year we complete at least 40 hours of Continuing Professional Education (CPE) in order to stay current and serve every client to the best of our abilities. All our CPA's have a master's degree, some are Certified Management Accountants (CMA’s), and all have been background checked. Some have completed training at Stanford University in negotiations and the role of the Chief Financial Officer (CFO), have decades of experience doing tax consulting, and have real world experience in various industries, such as: manufacturing, financial services, logistics, consulting, retail, public accounting, etc so we understand what drives your business and how we can add value.