FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My company prices depend on your company's needs or individual tax situation. It's really just best to reach out to me and get a quote. More times then not, I need more information before I can give you a price. I do offer discounts for situations such as: 1. Multiple years returns 2. Bundled services such as Bookkeeping and Taxes or Financial Management and Bookkeeping 3. Veterans and Military Personnel 4. Public Servants such as Teachers and Emergency Services (Police, Fire) My rates are comparable to my competitors and I offer more personalized service such as one-on-one individual meetings (or virtual meetings if that fits your schedule and needs better).
- What is your typical process for working with a new customer?
I prefer to have a brief conversation and really dive into the details on what you're looking for. Things to bring to our first meeting are your goals for the project, your needs, your wants and your financial limitations (if any). Following the first meeting, I would like to schedule an in-person meeting to finalize our Statement of Work or Agreement. At that point, we get started. Taxes are a little different, following our phone conversation (should you choose our firm) I will send you an invite to share your tax documents via Intuit Link. I'll then review your documents, prepare a shell of your return and we'll meet to review questions as well as walk through your return. You'll always keep your hard copies of all documents and we'll keep all items secure in the Intuit Link cloud.
- What education and/or training do you have that relates to your work?
I have 15 years of experience in business accounting and 9 years in preparing taxes. (individual, I recently began business returns in the last 3 years). I have an MBA with an emphasis in Accounting. I have received my Professional Bookkeeper Certificate as well as Quickbooks Online Certified. I've also begun working on my Enrolled Agent license. I would like to offer my clients a broad spectrum of choices for their financial, accounting and tax needs.