Guardian
About
We are a forth generation accounting concept. My great grandmother started bookkeeping services for small to large companies. Her clients where so impressed that she did all the accounting mentally. My granmoother and mother also serviced their clients in this way, but in todays society you must keepp a papertrail for audits. I take pride knowing that my passion for numbers is a family legacy.
I enjoyworking with clients that have had past IRS and FTB issues as I had wanted to become a corporate attorney. Since their are over 4 corporate attornies in the family, there was no need. My passion are numbers! I have worked with many clients who come to me when they have IRS or FTB issues.
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Frequently asked questions
What is your typical process for working with a new customer?
First comes the interview to see if we are a good fit for the company. We strongly believe that first we meet and greet.
What education and/or training do you have that relates to your work?
I have been preparing taxes since I was 18 years of age, and helping my grandmother when I was very, very young. It just made sence to me. Numbers work for me. My formal education consisted of BA in business marketing, AA in accounting, member of American Insti. of Professional Bookeepers, Monthly training certification in updated tax procedures, (which is a requirement to work at Guardian}.
Do you have a standard pricing system for your services? If so, please share the details here.
Tax Prepartion Fess Starting at:
Renew or New ITIN $275
A simple 1040 Form (without itemized deductions) $152
Single filing 1040 Form with deductions $261
Married filing jointly 1040 Form with deductions $386
Married filing separately 1040 Form with/without deductions $286
Additional Schedules Fees:
1040(Schedule C) Tax Form $275
1120 Tax Form (C corporation) $806
1120S Tax Form (S corporation) $761
1065 Tax Form (partnership) $590
1041 Tax Form (fiduciary) $497
990 Tax Form (tax-exempt organization) $667
940 Tax Form (Federal unemployment) $63
Schedule D (capital gains and losses) each Schedule $142
Schedule E (supplemental income and loss) each schedule $165
Schedule F (farming) each Schedule $196
How did you get started in this business?
This company was started to pay homage to grandmother. She belived in helping her clients understand the tax enviroment and to help them understand the importance of making America a financially strong country that thrives from the individual, small and large businesses.
What types of customers have you worked with?
Individuals, S-Corps, C-Corps, Non-Profits, For Profits, etc...
Describe a recent event you are fond of.
We are working with a client whoes CPA just did not file for his companies and isn't communicating with him. So he went to yelp and then called Guardian for an interview to see if it would be a good fit to work together.
What advice would you give a customer looking to hire a pro in your area of expertise?
First meet with the pro to see if it's a good fit to work together!
What questions should customers think through before talking to pros about their needs?
T feel that some pros not matter who effienct they are in their field should meet first with that pro toget a feel for whom they are working with.