Frequently Asked Questions

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We offer a range of financial services, including financial planning, investment management, tax preparation and strategy, retirement planning, and personalized financial consulting. Our goal is to help individuals and businesses achieve their financial objectives.

To get started, simply contact us via phone or email to schedule a consultation. During this initial meeting, we’ll discuss your financial goals and how we can assist you.

Our fees vary depending on the services provided. We offer different pricing structures, including hourly rates, flat fees, or a percentage of assets under management. We will provide a detailed fee structure in your engagement letter prior to starting any work.

Meeting frequency can vary based on your needs and the services you choose. Initially, we may meet more frequently to develop a tailored financial plan, and then we may schedule regular check-ins (quarterly, semi-annually, or annually) to review your progress.

At Prudence Accounting LLC, we prioritize your privacy and confidentiality. We handle your personal information in accordance with our Privacy Policy, implementing strict security measures to protect your data. Client information is stored on our encrypted drive with layers of firewall to provide maximum security.

Absolutely! We encourage open communication. You can reach out to us via phone or email with any questions or concerns you may have, and we’ll respond as quickly as possible.

Your satisfaction is important to us. If you’re not satisfied, please contact us within [14 days] of service completion. We’ll review your concerns and work with you to find a satisfactory resolution.

Yes, we work with clients from various countries. However, it’s important to note that some services may be subject to local laws and regulations. We recommend discussing your specific needs during the initial consultation.

We take a comprehensive approach to tax preparation, ensuring that all relevant information is gathered and analyzed. We will help you identify potential deductions and credits to optimize your tax outcome.

We pride ourselves on our personalized approach, integrity, and commitment to client education. Our experienced team takes the time to understand your unique financial situation and develops tailored strategies to help you succeed.