FAQS

I'll be the best tax accountant you've ever had! 

I specialize in the tax code, keep up with the rapidly changing tax law, and know when to take risks and when to play it safe. 

I understand what triggers an audit and what the IRS will overlook. I'm also very familiar with tax adjustments and specialized credits that will save you money!

Yes. I'm a licensed CPA in the state of California.

This means that I will be able to represent you in front of the IRS or state and local tax board in the case of a problem or an audit.

Absolutely!

I will keep you updated and remind you of tax and estimated payment deadlines, and will let you know how much you should be paying each quarter in order to avoid late fees and interest.

I also stay up-to-date on the constantly changing tax law, and know how to get your tax liability as low as possible.

I will send you a tax organizer with a list of questions and items that were reported on your prior return that we may need for the current year.

Once received, I'll email you a list of questions and open items that I have.

You'll receive a draft of your returns, I will schedule a phone call with you to explain everything going on and to answer any questions you have, and if satisfied will electronically file your return.

I want to make this as simple and efficient as possible for you. I think it's important for my clients to know and understand what's going on with their returns, and I'm willing to spend as much time as you need to explain anything you want more detail about.

I understand you want to avoid the friction and hassle of switching. But after the initial setup, we'll have our process streamlined, and hiccup free.

It will be worth it to invest and establish a great relationship now so that in the future you are prepared as your business grows. 

My average individual client pays $1,200 per return but this may fall lower or higher depending on the complexity.

All returns are different, so I really need to schedule a consultation with you to look at prior year filings, and understand your tax situation before giving a quote.