FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing for personal income tax returns is the amount charged for tax returns with W2, and 5 1099's for Interest and Dividend Income. Taking the standard deduction is expected. Other types of income will be extra. Price will depend upon the volume of transactions
- What is your typical process for working with a new customer?
Phone call for intial interview. Client emailing the information. Reviewing the infomation and discussing any unclear information. Prepare and review the return. Emailing the return and invoice to the client with password protected attachment. Receiving by return email, the signed forms authorizating me to file the returns. File the returns.
- What education and/or training do you have that relates to your work?
Graduate of Auburn University with a major in accounting Take 40 hours of continuing education every year