Frequently asked questions regarding the 50% discount:
1- How can I be a client ?
Send an email outlining the service(s) you need. We will then have one of our CPA team members contact you to schedule a call for further discussion. When you decide to work with us, we will send you an engagement letter with the list of items required to complete the services.
2- How can I calculate the 50% discount on my own ?
For our return clients, you can review the prior invoice for the 2020/2021/2022 Tax/Audit calendar year for the services we provided to you and times the total dollar amount by 50% to arrive at the amount of discount you’ll receive. For new clients, the discount will be based on the total dollar amount from your last invoice with the prior CPA firm and times it by 50% to arrive at the amount of discount.
Example for Taxes:
If you paid $800 for your individual tax return with the last CPA firm, we will charge you $400.
Examples for Audit:
If you paid $10,000 for the audit engagement with the last CPA firm, we will charge you $5,000.
Example for the Bookkeeping:
If you paid $75 per hour for the bookkeeping engagement with the last CPA firm, we will charge you $35 per hour.