FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My Fees (note that you must have a certain complexity to work with me): Personal returns: $800+ Sole proprietorships: $1,000+ LLCs and S Corps: $1,700 + Multi-state: $250 additional per state Single Member LLC CA returns: additional $250 Tax projections: Start at $800+ Hourly Consulting: $250/hr Tax plans for business owners: $1,200+
- What is your typical process for working with a new customer?
Initial consultation to see if we are a good fit to work together. Then, I would gather your most recently filed tax returns and review them to get your proper quote and to give you ideas on how you can improve on tax savings. I almost always find something that can be improved upon. From there, I will have you sign an engagement letter. Then, I will have you upload your documents through ( secure portal) which is encrypted. I will prepare your returns. Any questions you may have throughout the year, will be responded to. I help year round. My practice is not seasonal.
- What education and/or training do you have that relates to your work?
Close to a decade of firm experience at reputable firms. I worked at CPA firms and wealth management firms. I have fantastic experience from the best mentors who worked at the "big 4" accounting firms.