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Robyn L.
Frequently asked questions
What is your typical process for working with a new customer?
A Plus Financial Consulting will introduce the taxes process to every new client in order for new clients to open up with us and let us know of everything we can accept for their own benefits. A lot of our new clients are not aware of some of the items they can actually claim on their taxes because they have not been involved on the process. Other clients, are too afraid to ask questions, so we asked them the questions and try to dig further. We also have a general work sheet that we asked them to fill out for us, to give us time to enter their general information and concentrate on the credits.
What education and/or training do you have that relates to your work?
A Plus Financial Consulting, only hires associates who have certificates up to date with the latest state and federal laws. Every employee in the office is required to renew their tax certificates annually. We also have monthly trainings for all of the office associates, and every office has a manager with more than 15+ years experience doing taxes. The owner of "A Plus Financial Consulting" himself has more than 30+ years experience with a great satisfactory reputation doing taxes. Business owners and self - employed people love our skills and knowleageable abilities for both the tax and bookkepping skills.
Do you have a standard pricing system for your services? If so, please share the details here.
A Plus Financial Consulting is a company that likes to give a private and personalized service to every single client. Therefore, it's a bit complicated to offer a standard pricing system. However, we do have few rules that may give people some peace of mind.
Rules:
1. Always FREE estimates.
2. Single W2 without dependents or business $150.
3. Single W2 with dependents, no business $150.
4. Marry filling joint / separate W2s (or 2 different W2s) with no dependents, no business $175.
5. Marry filling joint / separate W2s (or 2 different W2s) with dependents, no business $200.
6. Marry filling joint / separate W2s (or 2 different W2s) with dependents, and business $250.
Attention: Business, Schedule C, Schedule A, 1099s... etc. may require a more personalized check and we are willing to help.
** We also do special discounts to students, veterans and few others, ask to see if you qualify**
How did you get started in this business?
The owner of A Plus Financial Consulting, had a day to day office job working for a Public Commercial Business in the Financial department. He had work on few different roles as billing clerk, AP clerk, AR clerk, and Tax specialist - but was not happy. He has a Business Administration and a Financial Accounting Master Degree and wanted to do something else in his life. He wanted to help people. Until one day he decided to open his own business, and A Plus Financial Consulting was created. A trusted company that believes in perserverance and hard work.
What types of customers have you worked with?
A Plus Financial Consulting, welcomes everyone. We have not push anyone away without the proper help. Even if we are not able to help them, we let them know the reason why we can't help them and also provide few tips for their own knowledge. More than couple times people have come to us for the FREE estimates and leave the office to shop around, most of these clients come back to us, and we still treat them with respect and keep the estimated price for the service.
What advice would you give a customer looking to hire a pro in your area of expertise?
A Plus Financial Consulting, will always say: "If, I was the one looking for this service, I will only come to A Plus Financial Consulting for the best results and guarantee service".
What questions should customers think through before talking to pros about their needs?
A Plus Financial Consulting, will recommend to talk to us... tell us everything, the more we know, the more we can help. We don't have a magic crystal ball, we only have excellent customer service and exceptional client satisfaction. However, if you can't think of the questions, no worries we will try to make you remember important tax credit opportunities.
Example - A lot of new mother, are not aware they can claim a baby for the previous tax year even if the baby was born on December 31, at 11:59pm!