Question 1

What services do you offer?

Accepted Answer

We offer a range of services including tax planning and preparation, bookkeeping, business consulting, financial planning, and business formation. Our goal is to help you save time, stay compliant, and mitigate taxes so you can focus on your goals. Click the 'Services' in our Menu to get started on any specific service you'd like.

Question 2

Do you offer services to clients outside of the U.S.?

Accepted Answer

Yes, we serve clients throughout the U.S. and internationally. Click here (https://g.co/kgs/znf1sSE)to check out our Google Reviews.

Question 3

What industries do you specialize in?

Accepted Answer

We have experience working with a diverse range of industries, including law, human resources, photography/videography, real estate, trucking, manufacturing, and more. Click here (https://g.co/kgs/znf1sSE)to check out our Google Reviews.

Question 4

How do I schedule a consultation?

Accepted Answer

You can schedule a free 15-minute virtual introduction meeting with us through our website.(https://www.wgomezcpa.com/) During this meeting, we will discuss your individual and business goals to see how we can best help you. If you’ve already had a free consultation, click here (https://www.wgomezcpa.com/free-virtual-intro)to book a 15 or 30 min Quick Consult, or contact us by scrolling down and completing the Contact Form if you’d like a longer consultation.

Question 5

What is the process for getting started with your services?

Accepted Answer

It depends on which services you’d like! Click the 'Services' in our Menu to get started on any specific service you'd like. If you're interested in bookkeeping, CFO, or a mix of services, book a free virtual introduction meeting. Our process includes an initial virtual introduction meeting,(https://www.wgomezcpa.com/free-virtual-intro) followed by a customized Service Package based on your needs. Once we agree on the Service Package and price, we will sign an Engagement Letter and get to work.

Question 6

How long does it take to process my tax return or other services?

Accepted Answer

Processing times for tax returns are typically completed within one week of receiving all necessary documents and information. Wilsandra will clearly communicate the processing time for tax returns and any other services at the start of the project.

Question 7

What is your pricing structure?

Accepted Answer

Our pricing is based on the specific services you need. We offer both fixed and hourly priced services, and we will clearly communicate pricing ahead of time. Explore all of our Services by clicking on 'Services' in our Menu for more information.

Question 8

How do you ensure the security of my financial information?

Accepted Answer

We use secure, cloud-based software to manage your financial information and ensure that all data is protected with the highest level of security. Click here (https://www.wgomezcpa.com/privacy-policy)for our Privacy Policy.

Question 9

Do you offer QuickBooks services?

Accepted Answer

Yes, we are a Certified QuickBooks ProAdvisor and offer QuickBooks setup, training, and support. However, we are not limited to QuickBooks and are open to working with whatever software our clients are using.

Question 10

Do you only use QuickBooks?

Accepted Answer

No, we are not limited to QuickBooks. We are open to working with whatever software our clients are using. Our goal is to provide the best service possible, tailored to your specific needs and preferences.

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