FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer clear and upfront pricing for tax preparation and accounting services. Individual tax returns typically start at $275–$300, while business tax filings range from $400–$450. For bookkeeping, financial consulting, and other accounting services, pricing depends on the complexity of the work, and I provide a customized quote based on your needs. There are no hidden fees, ensuring a straightforward and transparent process.
- What is your typical process for working with a new customer?
I start with a conversation to understand your specific tax or accounting needs. From there, I provide clear guidance on what’s required and streamline the process to save you time. Whether it’s tax preparation, bookkeeping, or financial consulting, I ensure everything is handled efficiently and accurately. I offer both remote and in-person services, depending on your location and preferences.
- What education and/or training do you have that relates to your work?
With 20 years of experience in accounting and finance, I have worked with businesses of all sizes, including billion-dollar companies. I am also QuickBooks Online Certified, specializing in tax preparation, bookkeeping, and financial consulting. My expertise ensures accuracy, efficiency, and strategic financial insights tailored to your needs.