FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing includes all of the knowledge and expertise Needed to provide professional tax service. There are tax preparers who are limited in their ability to help you. I am an Enrolled Agent. This credential allows me to provide a wider range of assistance.
- What is your typical process for working with a new customer?
Initial consultation to outline my process. This is done to put the client at ease because taxes can be very stressful.
- What education and/or training do you have that relates to your work?
Income tax 60 hour course, CTEC. Passing all 3 sections of the EA exam the 1st time.