FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Standard pricing with no hidden fees. You are paying the same price as everyone else.
- What is your typical process for working with a new customer?
Support with: - Gathering financials info - Bookkeeping - Finding write-offs you missed - Year-round tax planning - Estimated payments (plan to avoid penalties) - File tax return or export tax forms
- What education and/or training do you have that relates to your work?
I has a bachelors in accounting from USC, MBA, and I'm a CPA.