FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our Individual Tax preparation fee starts at $495 (simple returns, W2 income only), and starts at $695 for more complex returns. Our Business Tax Preparation fee starts at $1,495. All other accounting services are offered at $250/hr. with potential discounts depending on the length and scope of the project.
- What is your typical process for working with a new customer?
New client engagements always begin with a free consultation to discuss your specific tax or financial services needs to ensure that I can meet or exceed those needs, and to most importantly ensure that we are both a good fit to partner together on your project.
- What education and/or training do you have that relates to your work?
KW Financial Services PLLC is a registered North Carolina CPA firm. I am the firm's Managing Partner, and our team collectively has more than 20+ years of experience within Accounting & Finance.