FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The prices are subject to change based on the number forms and if it’s a business, trust, estate, or an exempt organization. I always add value to my client and love being of service.
- What is your typical process for working with a new customer?
I Use a checklist. The checklist consists of the following. All Forms W-2 (wages), 1099-INT (interest), 1099-DIV (dividends), 1099-B (proceeds from broker or barter transactions), 1099-R (pensions and IRA distributions), Schedules K-1 from partnerships, S corporations, estates and trusts, and other income reporting statements, including all copies provided from the payer. Form 1095-A (for health insurance purchased through a public exchange/marketplace), Form 1095-B (for health insurance purchased outside of a public exchange), or Form 1095-C (for employer-provided health insurance coverage). If you are a new client, provide copies of last year’s tax returns. The completed Individual Income Tax Organizer. Note: If you choose not to fill out the organizer, you must at least answer the “Yes” or “No” questions under “Questions — All Taxpayers.” Copy of the closing statement if you bought, sold, or refinanced real estate. Mileage amounts for any automobile expenses claimed, including total mileage, commuting mileage, and business mileage. Detail of estimated tax payments made, if any. Income and deductions categorized on a separate sheet for business or rental activities. List of itemized deductions categorized on a separate sheet for medical, taxes, interest, charitable, and miscellaneous deductions. Copy of all acknowledgement letters received from charitable organizations for contributions made.
- What education and/or training do you have that relates to your work?
BA Business Administration from the University of California at Riverside Admitted To Practice Before The IRS IRS Licensed Enrolled Agent QuickBooks Pro Advisor Online Intuit Professional Bookkeeper