FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer flexible, affordable options, including discounts like $100 off when you mention this ad and half off the first payment when using Klarna or Afterpay options. I prioritize transparency—there are no hidden fees, and payment plans can be tailored to your needs.
- What is your typical process for working with a new customer?
I start with a free consultation to understand your needs, whether personal or business tax-related. Next, we schedule a virtual or in-office appointment to gather documents, discuss goals, and outline a tailored plan. I handle everything from e-filing to resolving IRS matters, keeping you informed every step of the way.
- What education and/or training do you have that relates to your work?
I have over 10 years of experience as a licensed and bonded accountant. I stay current with tax laws and regulations to ensure my clients get expert advice. My qualifications also include being trained to represent clients before the IRS with a Power of Attorney.