FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer: CPA advisory, Management Consulting, Accounting, HR, Payroll service and/or accounting, payroll, training and accounting, and HR products available - First-time customer discounts and bundled service offers - Beat the price offers on comparable services - Just send us your current invoice and we will match it with added services or beat the price Tax Preparation Services - 30 minute tax year planning consultation at no additional charge offered to existing clients - E-signatures included in our pricing - Individual tax preparation fees (federal and state) varies depending upon the complexity. Additional charges may apply for multi-state returns, corrections or prior year amendments or complex tax situation consulting. - Pricing on individual and business tax returns varies depending upon the services, size, and complexity of the individual's situation or organization. We provide various outsourced bundled services on a value-based pricing model for financial consulting, accounting, bookkeeping, payroll, financial system implementations, training, and other services. We are your one-stop shop for numerous financial management needs!
- What is your typical process for working with a new customer?
We would love to work with you to understand your needs holistically. If you are interested in our services, we will schedule an initial free 30 minute discovery call with you to better address your needs. We utilize cloud-based technology, as much as feasible in the best interest of providing remote flexibility and collaborate more efficiently. Upon initial acceptance of the engagement, we will send out a link to set up your profile and collaborate and share documents through a secure portal.
- What education and/or training do you have that relates to your work?
We are a team of seasoned financial management experts with wide experience that brings value to you as they cater to various services and projects. Tax returns are prepared by experienced tax professionals and reviewed by a tax expert, who is a seasoned certified public accountant carrying significant experience in finance, business, and laws and regulations. So you can be rest assured of quality and value added services.