FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fees will vary based on the complexity of your tax situation. Simply contact us through our online contact form on our website or shoot us an email to receive your tax preparation quote within 24 to 48 hours.
- What is your typical process for working with a new customer?
1. We will get in touch to talk about your individual tax situation and ensure we have all the details needed to prepare your taxes; usually via phone call, email or Zoom video call. 2. We prepare and ensure your deductions are optimized for maximum savings. We then will provide you with a PDF draft for your review, await your written approval that all looks great and send over the e-signature form so we can then move to file your return. Expect your refund within 7-21 days.
- What education and/or training do you have that relates to your work?
I have over 6 years of tax experience with a background in both accounting firms and private businesses. I am passionate and dedicated about my mission to sharing strategic tax-saving gains that align with your life's or business's financial priorities. I believe one should pay only what you NEED to, not a penny more. Legally. Smartly. Let's get to work!