FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer first time customers $50 off their first year of service.
- What is your typical process for working with a new customer?
Discussing the process wither by phone, meeting in persona or zoom call. Onboard them and introduce them to our secure portal and advise them of the items we will need to move forward. Keeping an open dialogue is key with any customer.
- What education and/or training do you have that relates to your work?
I have over 30 years of tax and bookkeeping experience. I am an Enrolled Agent and hold a Master's Degree in Tax. I have worked with small business owners for over 25 years with tax prep, payroll set up, tax resolution, bookkeeping and advisory services. We specialize in various industries such as content creators, trucking, realtors, start ups, therapists and retail sales.