FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Bay Area Tax Specialists pride ourselves not only on our customer service but also on our competitive pricing. One size generally does not fit all so we tailor our pricing to match the quality work we are known for. Our pricing is fair and as new clients you are provided with a great discount. We value your relationship and will never lose your business over price.
- What is your typical process for working with a new customer?
Our typical process for working with new customers starts with getting to know you. We like to have an initial consultation by phone, in person, or video conference with a main focus on uncovering how we can best assist you. During this initial conversation we also discuss what is needed from you and expectations from us to ensure you have the best experience.
- What education and/or training do you have that relates to your work?
Our Tax Specialists come from a diverse set of backgrounds in Financial Services. We believe this gives us a competitive advantage. We are able to approach situations from different viewpoints and draw on our collective experience to deliver appropriate solutions. This gives us the ability to provide the same great quality we would expect for ourselves. Collectively our Tax Specialists have 15 + years experience in the Financial Services and Tax Preparation Industry.