FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I use different pricing structures, depending on the job or the client preference. For instance, work which can be lengthy and unpredictable (such as a business with unfiled returns, IRS problems, and messy/no books), will generally gravitate towards an hourly rate structure. On the other hand, flat rates are often used for tax returns or planning, given that I am informed of what the work will encompass. I will generally consider client preference regardless, should a preference exist. I ALSO OFFER DISCOUNTS AS MY GRATITUDE FOR SUCCESSFUL REFERRALS.
- What is your typical process for working with a new customer?
It is important to get a solid understanding of the past, and the expectations for going forward. I review at least the most recently filed return or financial statement, and discuss possible corrections or other observations. I make sure it is clear as to what services the person wants and how their previous accountants fell short. In some cases, taxpayers are just nervous to use self-prep in a more complex year, and I appreciate that. Pros like me work 40-60 hours a week on taxes, and you can't get that knowledge over 1 week each year.
- What education and/or training do you have that relates to your work?
Master of Science in Accounting, and over 190 college credits! Work experience at a CPA firm specializing in small business, real estate, fiduciary accounting, and High Net Worth individuals, as well as tax and compliance at a large medical corporation, a national tax prep chain, and my own business of very diverse (and international) clientele. I have been preparing all types of tax returns for 15 years, and am also a skilled and formally trained accountant who uses Quickbooks and Xero on a regular basis.