FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I charge based on how long it will take me to prepare your taxes. We have a base fee of $225 and $285 for single and married filing joint, respectively. The base fee is our average fee and only increases if you have a more complex situation.
- What is your typical process for working with a new customer?
I am a paperless company and try to do everything online. This keeps my overhead low, value up and prices down. I will email a list of all the documents that I need to prepare a tax return and a link to my secure portal for the client to upload their documents. From there, I prepare the return and send the final product back to the client for review before e-filing.
- What education and/or training do you have that relates to your work?
I have a Master of Business Taxation (MBT) from the Carlson School of Management at the University of Minnesota, received in 2011. I am also an Enrolled Agent, licensed by the IRS to represent taxpayers. Finally, I am a QuickBooks Proadvisor, ready to help with all of your transaction processing, sales tax calculations and payroll tax filing needs.