FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
For bookkeeping/accounting projects I charge between $50 and $95/h - depending on volume and complexity of the projects. For tax preparation I charge per form, but custom made packages are available same as discounts - depending on the case. The basic fee for an individual tax return (federal + state) with 1 item of income on it is $150. There are additional fees on the top - depending on forms and case. When I prepare the books for businesses and do the tax preparation as well there are package deals and/or discounts.
- What is your typical process for working with a new customer?
I offer remote services but I can meet with the clients in my office as well - or travel to their location. If we meet in person we all need to wear masks. I inform the Client about the documents needed for the project they have to get done. I briefly explain the process and the steps going forward. Prior years information is needed so I invite the Client to discussion. I work in a mainly paperless environment. When we meet, the Client is taking their originals home right after I scan them into my system.
- What education and/or training do you have that relates to your work?
I graduated from Economic Academy of Bucharest - Romania. I practiced accounting as a Chartered Accountant in Romania. I became an Enrolled Agent (IRS) and a LTC (Licensed Tax Consultant) with OR Board of Tax Practitioners in 2010