FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is transparent and starts with a base fee, which covers a standard tax return. However, the final cost may vary depending on the complexity of your return. If additional work arises during the preparation process—such as multiple depreciation schedules, detailed Schedule Cs for self-employed businesses, or additional K-1s from partnerships or investments—this may increase the overall fee. I always communicate any necessary adjustments upfront, ensuring there are no surprises.
- What is your typical process for working with a new customer?
All tax prep is initiated via email where we send you an invite link to our secure portal to start. If you would like a one-on-one meetings for more complex matters, we offer video calls.
- What education and/or training do you have that relates to your work?
I have a background in financial planning and have prepared returns for over 200+ individual and business clientele.