Policies
CPA Firm = Financial Physician
On behalf of the team of Johanna Fox, CPA, Inc., we thank you for your consideration in engaging our services. Past experience has taught us that both parties need to be in agreement to have a successful relationship. In order to evaluate the level and types of services you require, we have designed a questionnaire (on our Downloads page) for both individual and business relationships to aid our analysis and determination as to your needs, wants and to our mutual compatibility. Consider us your Financial Physician; like your doctor, the more we know about you, the better we can serve you. Naturally, you can be assured that everything you disclose to our office will be held in the strictest of confidence.
 
Free Initial Consultation
There is no charge for your initial consultation; we view our meeting as critical to mutually determining the potential of a positive relationship. Although the questionnaire and subsequent free initial interview are two of the tools we use in making an assessment, please be assured that there are no correct or "right" answers to these questions. The straightforward fact is that due to the unique makeup of our firm and the goals we set to accomplish for our clients, not all prospects fit the profile that enables us to provide the services required.
 
Maximizing Long-Term Value
Inasmuch as we are interviewing you as to your qualifications, we highly recommend that you interview us in your initial consultation. Over the years, we have come to accept that although our firm's approach to accounting, tax and advisory services is unique, we are not the best solution for all prospects. Long-term value is only maximized when the clients' wants, needs, personality, and financial condition synergistically connects with ours.
 
Our Pricing Policy
We do not price our services by the hour. We believe that the true value is determined by each party. No two relationships are equivalent; therefore, no two engagements will have the same price and terms. Accordingly, comparison between your needs and wants with those of your acquaintances generally does not produce valid information. Just as much as your relationship is confidential between you and our firm, we cannot discuss the terms and conditions of your friends and acquaintances that may happen to have relationships with our firm as well.
 
Satisfaction Guarantee
We absolutely, positively guarantee your complete satisfaction with our services or your tax preparation is on us... We'll even throw in dinner and a movie for two!