FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Tax returns (both individual and business) are billed on a price-per-form basis. That means the is a set price for every form and clients only pay for the forms required to be filled. This allows for simple, clear and upfront pricing with no surprises.
- What is your typical process for working with a new customer?
First, we will discuss the potential project, review the prior tax return filed, create an accurate quote and communicate the results. If agreed, an engagement agreement is signed and my work begins! How the project is completed is fully dependent on each client's specific situation. We can assist, in-person or remote.
- What education and/or training do you have that relates to your work?
Bachelor's and Masters degrees with concentration in Accounting, Successful completion of the CPA exam in Illinois, extensive experience preparing individual and corporate tax returns (partnerships, LLCs and Trust returns as well), and processing bookkeeping, payroll and point-of-sale systems.