FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
$75 per hour or flat fee Tax software fees: $70 for individual returns, $80 for business returns (including corporate, partnership, and fiduciary returns)
- What is your typical process for working with a new customer?
Obtaining relevant information about the client, his or her business or organization and services desired in an initial consultation. There is no charge for the first half an hour spent, either during the consultation, or on the client's behalf. Information needed to complete the client's project will be requested when needed. The client will be kept informed of our progress. For tax return work, billing will generally be done when the job is complete. For large projects, billing may be done on the basis of progress billings.
- What education and/or training do you have that relates to your work?
College education with a BBA degree and a major in Accounting Public, private and non-profit accounting experience Up-to-date with continuing professional education requirements. Recent CPE courses include retirement and estate planning.