FAQs
- What education and/or training do you have that relates to your work?
Yes, each year I complete a 15-hour continuing education module comprising of federal tax law as part of my RTRP/AFSP IRS designation.
- What types of customers have you worked with?
1040, 1040A and 1040EZ income tax preparation. For those that are self employed as a sole proprietor or small home based business, that would be a Schedule C. Rental property owners filing on Schedule E. Securities sales reported on Schedule D.
- What advice would you give a customer looking to hire a provider in your area of work?
Make sure they have some type of credential. For example, in 2012 I was awarded by the IRS a Registered Tax Return Preparer designation having passed a standardized test and completing 15 hours of annual CE classes. Since then, I do annual updates for the AFSP designation.