FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Everyone's tax situation is different. I like to have an initial consultation with my client to get a full scope of the work they need done in order to give accurate pricing.
- What is your typical process for working with a new customer?
All work is done remotely. We have an initial consultation via zoom or a phone call. If we decide we are a good match for each other I send over the link to my secure website where you will answer some basic questions and upload documents. I will have the work done within 48 hours and we will get on a final call to review everything before we proceed with filing.
- What education and/or training do you have that relates to your work?
IRS Tax Professional