FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
For tax prep, I offer $50 off when you mention this ad, and I also accept Klarna and Afterpay so you can split the cost into 4 interest-free payments. No hidden fees, just transparent pricing that fits your budget. For real estate and mortgage lending, costs are typically paid through escrow or included in the loan—so there’s no upfront fee to you in most cases. We’ll discuss all pricing clearly before we get started.
- What is your typical process for working with a new customer?
For tax clients, we meet virtually or in person to review documents, discuss deductions, and build a plan. I handle everything from e-filing to resolving IRS issues, and I keep you updated throughout. For real estate and mortgage clients, I’ll either meet you at your property, at my office, or on Zoom to assess your needs. Whether you’re buying, selling, or refinancing, I’ll walk you through the steps and make sure we’re a good fit before moving forward. Everything is designed to be convenient, secure, and tailored to you.
- What education and/or training do you have that relates to your work?
I have over 10 years of experience and hold three active licenses: Tax Preparer, Real Estate Agent, and Federally Licensed Mortgage Loan Officer (NMLS). I’m bonded, IRS-compliant, and trained to represent clients with a Power of Attorney for tax matters. I also hold a real estate license with IVAR (Inland Valleys Association of Realtors) and an NMLS license for mortgage lending. Beyond formal licensing, I’ve been mentored by a seasoned real estate broker and an Enrolled Agent, sharpening my skills across tax planning, property deals, and lending strategy. My hands-on experience allows me to guide clients through complex financial decisions with confidence and clarity.