FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Every situation is unique, so we recommend contacting us for a consultation. You may schedule your free consultation by email or phone.
- What is your typical process for working with a new customer?
We begin with an interview to determine the best course of action for you or your business. You should bring your most recently filed tax return with you if you're visiting in person, or you may email us a .pdf or similar file if the consultation is online or on the phone.
- What types of customers have you worked with?
We work with all kinds of clients from business owners to individuals. We can help you with taxes and accounting for your current business, and we can also help you start a new business. We have many more services including living wills, trusts, notary services, and more.