About
The part of our jobs that make us excited and satisfied are assisting our customers with their challenging issues, and being able to resolve our customers challenging issues quickly, economy and recognizing the relief and satisfaction we've been able to provide in quick order!
I thoroughly enjoy helping my Customers save time, money and leading them to engage in more lucrative opportunities. .... And the "numbers"... All about managing by the numbers; they don't lie :-)
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Chanel D.
Frequently asked questions
What is your typical process for working with a new customer?
We have an interview with a new prospective customer. We go over the current situations, topics of interrest and evaluate the information available. After our meeting we put together top-5 reccomendations and quotation for their acceptance. Once accepted, our project begins.
What education and/or training do you have that relates to your work?
Associate Degree Mechanical Engineering
Bachelor of Science in Accounting and Finance
Enrolled Agent in the State of California for Tax Preparation
Do you have a standard pricing system for your services? If so, please share the details here.
Generally, a simple 1040ez is far less than $200
Realestate ownership, Single and Joint itemized returns are never more than $350
More complex returns inclusive of 1099, LLC, Partnershiop and K-1 returns usually are in the range of $750
Anykind of company return including Non-Profits, Sole Proprietor, Partnership, LLC, S and C-Corp returns generally range between $800 to $1250
Continuous services such as QuickBooks, bookkeeping, accounting, Senior level support begin at rates as low as $35 p/hr and increase moderately depending on the scope of project assignment
How did you get started in this business?
Began my career working for a State and Federally Funded Consulting Organzation geared to support manufacturers in California, ultimately leading me to work directly for a number of manufacturing entities; many of which were family owned. While working in such industries and environments I found more and more responsibilities to support not only the "business" but its shareholders (i.e. owners, adult children, and their families) in tax preparations, long-term tax planning, sister-company accounting support engagements and a pleather of many other activities supporting the "Family" as a whole. All of which led me to being a business owner myself and providing my MANY expertises to general populous! And I am still having fun supporting professional services for my Customers!
What types of customers have you worked with?
I have extensive experience working with Individuals, 1099 earner's, LLC's, Partnerships, S-Corp, C-Corp, Company's and Small Business's needing accounting services, W-2, 1099 preparation services. Helped many set up internal controls, accounting applications / software, streamlined processes, 401k assistance, etc. You name, I've done it!
Describe a recent event you are fond of.
Incorporating a support group in becoming a legitimized Non-Profit S-Corp which is now able to receive donations from members directly vs. donation being sent tot the larger organization; thus allowing the now legitimized smaller support group to be able to continue to cover the expenses and keep the support group platform available to all they serve!
Very grateful to have had the knowledge to not only provide pro-bono services but also provide a significant cash conytribution directly to them as well!
What advice would you give a customer looking to hire a pro in your area of expertise?
Give me a call; let's discuss your needs. Even if you don't choose to hire me, I will get you headed in the right direction and arm you with knowledge to help you in your current situation or specific needs!
What questions should customers think through before talking to pros about their needs?
Be prepared to share ALL specifics, have your notices or pertinent readily available to go over with the professional, and make note of any specific questions or concerns you want to cover before engagement. This will prevent you having to spend more money on an amendment of a return, questions after services rendered and a needed matter being addressed after the fact.... And to just generally ensure you have your questions / concerns addressed upfront and avoiding misinformation or misunderstanding of the service needs to be addressed as a whole.