FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer a complimentary 15-30 minute initial tax, accounting and business consultations where I connect with all business owners and individual taxpayers to discuss their tax and accounting needs in more details. I listen to your story and assess your situation based on a holistic approach. In addition, I am an accredited small business consultant who can help with your day-to-day business operations. Individual tax preparation starts at $250 for a simple return and that includes federal and state returns (1 State). Business tax preparation (including Schedule C) starts at $500 or higher depending on the level of complexity and involvement. I do not charge by the form or the number of tax documents; instead, I base my service on the value offered to my clients in terms of tax savings as well as tax compliance to protect them from potential IRS audits. Bookkeeping is at the hourly rate of $75. My monthly charge starts at $150 and will go up depending on the level of complexity and moving parts in the accounts. Please rest assured that I will only charge what is necessary based on your situation. I recently passed the examination to become an accredited small business consultant. If you need assistance with a SWOT Analysis or need to discuss operational inefficiencies and deficiencies, let's talk.
- What is your typical process for working with a new customer?
I offer a complimentary 15-30 minute initial consultations with prospective clients so they can get to ask questions about their specific situation and about my business model in general. Also, I get to know a little bit about them. I like to have a phone call or face-to-face meeting to discuss the clients' needs and expectations in more details as well as my responsibilities as their Certified Public Accountant. Before starting any project, I send an engagement letter that lists the responsibilities and expectations from both parties. I strongly encourage open communication.
- What education and/or training do you have that relates to your work?
I graduated from Biola University in 2003 with a Bachelor's of Science in Accounting (Cum Laude, Dean's List) I am a Certified Public Accountant. I am an Accredited Small Business Consultant.