FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The prices listed is a general base price for non-complex returns. This will give you an idea of the minimum charge for your tax return. However, tax returns are highly variable among different people: some are easier, and some have more complexity. Thus, the price will have to be customized depending on your unique situation.
- What is your typical process for working with a new customer?
A new client can start by booking their preferred time to speak with me. Either way, I will message them back so they know I received their contact and I appreciate it! We can either have a Zoom meeting or speak on the telephone. This way, you can ask me any questions and I can understand more about your tax situation. I'll be able to give you an approximate quote. Then we will set you up with a secure document portal so you can transmit your tax items.
- What education and/or training do you have that relates to your work?
I am on the way to becoming an Enrolled Agent (E.A.). This is equivalent in stature to a C.P.A., but an Enrolled Agent is specialized in dealing with all types of tax matters. Currently, I am part of the Annual Filing Season Program (A.F.S.P.) offered by IRS. While not an official credential, an A.F.S.P. is an 'enrolled preparer' who must take education, abide by codes of conduct, and may prepare client returns. It's a stepping stone for professionals who are in the process of earning an official credential.