FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
At Spyder, we prioritize cost-effectiveness and strive to minimize your tax liability. Our efficient team structure allows us to handle various segments of the filing process independently, reducing man-hours and overall costs. For urgent requests, we offer accelerated and prioritized services at no extra charge, ensuring timely delivery without compromising quality. Additionally, if you have multiple filings from the past 2-5 years, we optimize resources and offer discounts to make the project more affordable. Our goal is to deliver cost-effective, streamlined solutions while maximizing your deductions, ultimately providing the best value to our clients.
- What is your typical process for working with a new customer?
At Spyder, we ensure every client receives personalized, high-quality service. Here's how we do it: Introductory Consultation: We begin by listening to your needs and understanding your financial goals. Customized Solutions: Whether you need Accounting, Individual or Business Tax Filing, or Bookkeeping (using tools like QuickBooks, Xero, or Quicken), we craft our approach to fit your exact requirements. Tax Draft Preparation: After gathering all necessary details, we prepare a draft of your tax return and share it with you for review. Efficient E-Filing: Once approved, we quickly e-file your tax returns, ensuring a smooth and stress-free process. Proactive Financial Insights: We don’t just stop there—our team provides actionable insights and suggestions to help reduce your tax liability for the year ahead. With Spyder, you get a professional, efficient, and client-focused approach to managing all your financial needs. We're committed to helping you optimize your financial operations and achieve lasting success.
- What education and/or training do you have that relates to your work?
Our Expertise and Education Certified Tax Preparer: Licensed with PTIN and EFIN for tax preparation. Experienced Team: Over 20 CPAs and CFA holders. Education: San Diego State University BA in Financial Accounting (2018-2021). At Spyder, our qualifications and experienced team ensure we deliver top-tier financial services with confidence and precision.