FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We employ an hourly rate with 3 tiers depending on complexity of service
- What is your typical process for working with a new customer?
A 20 minute phone or zoom call to understand their situation. We then have our clients sign a letter of engagement to finalize the terms. Our customers pay an agreed upon % as a deposit. Depending on the type of work done, the process varies from here.
- What education and/or training do you have that relates to your work?
An Enrolled Agent must base the IRS' 3 part Special Enrollment Exam covering Personal Taxation, Entity Taxation and Tax Representation. Afterwards at a minimum we take 24 hours of approved Continuing Education annually. I hold a Series 65 Investment License which required passing an exam administered by NASAA which governs Investment Advisors.