KBE & CO.
About
A personal relationship with clients - we are Your Shield of Trust!!
We work very hard on implementing proper bookkeeping and recordkeeping to be in Compliance with Government Agencies.
We look at the whole Personal and Business situation and consult you on the best path to financial stability and freedom.
A Personal Statement:
To fulfill our professional and moral duties and responsibilities, making amend to our inadequacy, having the courage to change the things we can, while accepting the things we can't change - is our greatest investment in God's Will concerning our personal humanity.
Everything else will be added to our arsenal of Experience, as long as we keep our true perspective on things, keeping faith in the True Purpose of being of Service - Selfless Commitment of the Highest Quality for the Wellbeing of those whom we are to Serve!
This is not Business as Usual, because there is no such a thing. This is BUSINESS! The Business of Life, and it is all too Unusual!
There is NO Excellence, Perfection, and Six Sigma in things or in machines or in systems. There is, however, all of these qualities and more, in each and every one of us.
I realized during a two-year sabbatical, a deeper and a higher Essence of Humanity, that can only be at work through the Men and Women of Character.
Creating the Moral Character will create the Ethical Conduct, and shall in due time create the Highest Quality in Service, Products, Systems, Methods, and Institutions, etc.
To me, this is a lesson I value more than silver and gold. Truly, a man is the product of his adversity; for it's in our weakness that the Lord manifests His Strength. I welcome this in my life, and I pray that I can be of good service to all!
The freedom we have being self-employed and dealing with people of many backgrounds helping them achieve a peace of mind.
We enjoy financial analysis and tax preparation as part of an overall client financial experience. We build a relationship with the client that last long and always based on integrity, cooperation, and mutual understanding.
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Frequently asked questions
What is your typical process for working with a new customer?
A Client calls for an appointment and gets a scheduled meeting to discuss their tax records. We will spend elaborate time and efforts into organizing the whole interview to maximize the tax return outcome.
What education and/or training do you have that relates to your work?
We have a Bachelor Degree in Business Administration - Accounting and have passed the CPA exam, and are in the process of getting certified.
We are Quickbooks ProAdvisor specialized in Quickbooks Enterprise and Online.
Do you have a standard pricing system for your services? If so, please share the details here.
As to pricing we believe in added value to the Client, that is, if no benefit has been received by the Client our fees are adjusted accordingly.
On the Flat Fee Rate, we get our engagement based on a $300 per hour as a base where we can gauge the total amount of fees charged.
How did you get started in this business?
We worked for the State Board of Equalization in 1993, currently the CDTFA, for 5 years doing Audits of small businesses. After resigning our position, we opted to become self employed running our own business. This was 25 years ago.
Today we enjoy our business and the people we meet on the path of saving taxes and Getting Things Done.
What types of customers have you worked with?
Individual Taxpayers and Self Employed Individuals. In addition, we have business clients in various entity structures, such as INC and LLC.
Describe a recent event you are fond of.
During the last 2017 Tax Season, we have assisted few clients {4} in resolving their tax problems with the IRS. Two clients got a refund instead of owing taxes.
Problem resolution is a very important job for the Tax Preparer to be well informed about it. We enjoy solving problems and giving our clients a peaceful mind.
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure you will not lightly consider sharing your private information with a Tax Professional that lacks integrity and good faith.
Look for establishing a long-term relationship with your Tax Pro.
Ask for a Free One Hour Consultation to determine the validity of your assumptions.
What questions should customers think through before talking to pros about their needs?
Three main questions should involve:
1- TRUST
2- EXPERIENCE
3- RELIABILITY