FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is competitively set based on industry standards. Our pricing is also transparently posted on our website and may fluctuate based on the complexity of your tax situation. We offer a flat-fee structure for most tax preparation services, with additional services available at an hourly or project-based rate. Discounts may be available for returning clients or bundled services (e.g., tax prep + advisory). We always provide a quote upfront so there are no surprises.
- What is your typical process for working with a new customer?
Our typical process for working with a new customer is as follows: * Initial Consultation – We discuss your tax or financial needs and determine the best approach. * Document Collection – Clients securely submit necessary tax documents via our client portal. * Tax Preparation & Review – We prepare your return, ensuring accuracy and maximizing deductions. * Client Review & Approval – We walk you through your return, answer questions, and make any necessary adjustments. * Filing & Future Planning – Once approved, we file your return and may offer tax-saving strategies for the future.
- What education and/or training do you have that relates to your work?
Our founder, Valaise Smith, is an Enrolled Agent (EA), which allows her to represent clients throughout the 50 United States on tax matters before the IRS. She is a member of the National Association of Enrolled Agents and has extensive experience in tax planning, business advisory, and financial coaching. Additionally, she is a Certified Women’s Business Enterprise (WBE) owner and an Inaugural Scholar of the Goldman Sachs - One Million Black Women Black in Business Program Cohort 1.