FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We are very transparent with our clients and we will let you know advance what are you expecting to pay.
- What is your typical process for working with a new customer?
Besides, from handshakes, laughs, hugs, and some coffee...our ultimate goal is to give you hassle and tension free best tax service...so come on in! Preliminary steps: 1. Provide your email address to get access to our client portal 2. Start uploading documents 3. Complete Organizer and few Questionnaires 4. Accept the engagement agreement and pay our fees. Sit and relax while we work on your taxes!!
- What education and/or training do you have that relates to your work?
Degree in Accounting and Business Administration, AFSP We take more than 30 CE hours every year to stay abreast with continues changes in tax law 10 plus years of experience with preparing Individual and Business Tax Preparation, Bookkeeping, and payroll