Q. I’ve never hired a CPA before, how does the process work?
A. I prefer to meet with new clients in person so that we can both assess if we are a good fit to work together. Once a contract is signed and a deposit received, I create a list of information for the client to gather. Sometimes the information comes back quickly, sometimes clients choose to wait several months. Once I receive everything to complete the returns, the turn around is generally a week for individual filings. After completion, there is a pick-up meeting or I can deliver the returns and request signatures electronically.
If you are unable to meet, we can arrange a phone call to discuss options for your filings. I also visit some long-term clients in their homes if they are no longer able to travel.
Q. Some CPA firms will no longer accept paper documents, will you?
A. Yes, I understand that not everyone has access to a scanner or the desire to scan and upload their own documents. Some clients feel more comfortable bringing in paper, others share their documents electronically. Please note, I do reserve the right to bill extra for a box of disorganized paperwork vs. an organized electronic folder.
Q. I need assistance, but my funds are limited. Can you help me?
A. One of the things I’m proud of is the large volume of low cost work my former business partner and I did for the community. We had a reputation for being extremely affordable and in the beginning prepared returns for as low as $50 for clients. We also hired many college interns and disabled individuals and introduced them to the profession. I still do take on a limited number of low income cases per year. Please make me aware of your specific needs when you make an appointment. Another option is to file with CASH, a non-profit that provides free tax preparation. I also have the ability to stagger out billings for clients who haven’t filed for several years or who have larger projects to complete.
Q. Do you offer free consultations?
A. Yes, I will do a meet and greet with a client to give a quote or to determine if we are a good match to work with one another. I don’t typically give tax advice during these meetings unless we have a signed engagement contract in place.
Q. Are you able to work with me remotely?
A. Of course, many of my current clients have relocated to other areas or overseas.
Q. Do you offer referral discounts?
A. Yes! I also host an annual holiday party for all clients who have filed with me for more than one season at a local restaurant as a way to express my appreciation for their patronage.
Q. What payment types do you accept?
A. Checks, all major credit cards, Paypal, Venmo, cash, and I’m in the process of setting up a client portal which will allow access to invoices and process payments.
Thank you for considering Clarity Tax Service