FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is based on the complexity of your tax situation. Standard individual tax returns start at $495 + applicable processing fees. More complex returns (self-employment, multiple income sources, or prior-year filings) are priced based on scope Due to high demand during tax season, payment is required upfront to secure your spot and begin preparation. This ensures timely service and priority handling. We focus on accuracy, compliance, and maximizing your allowable deductions not just filing quickly.
- What is your typical process for working with a new customer?
Our process is simple, efficient, and designed for fast turnaround: 1. Initial qualification to confirm readiness and scope 2. Secure document submission 3. Payment to begin preparation 4. Tax return preparation by our team 5. Final review by a licensed Enrolled Agent 6. Client approval and electronic filing We prioritize clients who are ready to move forward immediately and have all required documents available. I don’t just file return, I ensure your filings are compliant, accurate, and positioned correctly with the IRS.
- What education and/or training do you have that relates to your work?
I am a Federally Licensed Enrolled Agent (EA), admitted to practice before the U.S. Treasury, with over 15 years of experience working within federal regulations and claims environments. I also hold a Project Management Professional (PMP) certification, which allows me to bring structure, accuracy, and efficiency to every client engagement. My practice focuses on compliance, tax strategy, and ensuring clients are properly positioned with the IRS.