FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is fair and affordable, sometimes comparable.
- What is your typical process for working with a new customer?
I take you through an "interview", including possible financial advice for upcoming tax season, assist with budgeting if needed as well as other financial advice.
- What education and/or training do you have that relates to your work?
I have 14 years of tax preparation experience and have been a part of the IRS Annual Filing Season Program for the last 8 years. I'm currently studying to become an Enrolled Agent. I have been a Florida Notary Public for the past 10 years.