FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is tailored to the specific services you need, ensuring that you're only paying for the work required. For those who contact me directly and seek a consultation, there is a flat consulting fee of $55. During the consultation, we can assess your needs and provide a customized quote based on the scope of work, whether it's tax preparation, bookkeeping, payroll, or business formation services.
- What is your typical process for working with a new customer?
My process begins with an in-depth conversation to gather all necessary information about your financial situation. I take the time to understand where you currently stand and what your specific goals are. From there, I analyze your financial details to identify opportunities for improvement, whether it's maximizing your tax refund, organizing your bookkeeping, or creating strategies to grow your business. Together, we’ll create a customized plan that best meets your needs, ensuring clear communication and transparency every step of the way
- What education and/or training do you have that relates to your work?
I have completed specialized classes and earned certifications in both tax preparation and bookkeeping. Additionally, I worked for three years under an experienced professional, gaining valuable hands-on knowledge in tax services and financial management. For the past year and a half, I’ve been running my own business, helping individuals and businesses with tax filings, bookkeeping, payroll, and financial consultations. This combination of formal education and practical experience allows me to provide my clients with accurate, reliable, and customized financial solutions.