FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is based on the complexity of your situation. For tax preparation, the base fee includes a federal return (Form 1040 with Standard Deduction) along with one state return. Additional forms or schedules may increase the fee, depending on the complexity of the required calculations. Clients are expected to have their financial information—such as income, expenses, and deductions—organized before submission. If bookkeeping or additional data organization is required to complete the return, a separate fee will apply. For estate planning, fees also vary based on complexity, including factors like the number of documents needed, trust provisions, and tax considerations. To get a better idea of what to expect, ask about our fee schedule or schedule a consultation to discuss your specific needs.
- What is your typical process for working with a new customer?
I start by having a conversation with the client about their tax history and any specific concerns they may have. As part of this discussion, I review their most recent tax return. After assessing their situation, I provide an initial fee estimate, with the understanding that the fee may be adjusted if new information or complexities arise. Once the client agrees to proceed, they sign an engagement letter and submit their tax documents, either in person or through a secure, encrypted online portal. I do not process tax returns while clients wait. Most returns are completed within 3 to 5 business days, depending on complexity.
- What education and/or training do you have that relates to your work?
I have been registered to prepare tax returns since 2009. I hold a master's of business administration from Cal State East Bay and a law degree from John F. Kennedy University, College of Law. I am a CA licensed attorney. In addition, I am a licensed Registered Investment Advisor. I receive over 20 hours of tax education each year and additional continuing legal education each year.