FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
TMB Tax Bureau prides ourselves on transparent and competitive pricing tailored to your tax needs. Our pricing structure includes: - Transparent Pricing: We offer clear, upfront pricing based on the complexity of your tax situation. Whether it’s a flat fee per return or different rates for various types of tax returns, you’ll know what to expect. Discounts and Offers: Take advantage of our new client discounts, offered exclusively to our Thumbtack audience, and get the best value for your tax services. No Hidden Fees: We believe in transparency. Any potential additional fees, such as filing state returns or complex tax situations, are communicated upfront. Free Initial Consultation: Start with a complimentary consultation to discuss your tax needs with no obligation, allowing you to understand the value we offer before making any decision. We're committed to providing exceptional service at a fair price, ensuring you receive the best possible return. Contact us to learn more about our services and how we can help you this tax season.
- What is your typical process for working with a new customer?
When working with a new customer at TMB Tax Bureau, our process is designed to be thorough yet efficient, ensuring we fully understand your needs and can provide tailored tax solutions. Here’s a breakdown of our typical engagement process: 1. Discovery Call: We begin with an 8-10 minute discovery call. This initial conversation is crucial as it allows us to ask targeted questions to understand your tax situation and any challenges you might face. 2. Information Gathering: Based on the discovery call, we may request additional information to assess the scope of your tax needs better. This step ensures that our proposal accurately reflects your tax situation. 3. Proposal Submission: Once we have all the necessary information, we can double down on the initial quote and inclusions or provide a detailed proposal if your needs require more than the disclosed scope requested. This proposal will outline our services tailored to your requirements, the expected outcomes, and the associated costs. 4. Review and Adjustment: You’ll have the opportunity to review the proposal and discuss any concerns or adjustments you might have. This step ensures that the scope of work meets your expectations and that any new or changed needs are addressed. 5. Engagement: After agreeing on the proposal, we will move forward with the engagement, providing you with top-tier tax preparation services designed to maximize your benefits and compliance.
- What education and/or training do you have that relates to your work?
With over twenty years of experience in tax preparation, accounting, and payroll, I bring practical knowledge to my work at TMB Tax Bureau. I am an Executive Tax Strategist, Tax Mentor, and Educator, and I own a service bureau that focuses on high-level tax strategy and education. Over the past decade, I have successfully launched and scaled profitable tax firms, and for over fifteen years, I have also helped other business owners develop and grow their enterprises. My extensive background ensures comprehensive and expert guidance tailored to maximize efficiency and outcomes for our clients.