FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Will provide discounts to new clients.
- What is your typical process for working with a new customer?
Discuss what their needs, ask for prior years returns and review their goals.
- What education and/or training do you have that relates to your work?
I received a Bachelor of Science Degree in Accounting. I have been preparing taxes for over 30 years.