FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My fees represent my depth of experience. The minimum fee for any individual tax return is $750 and my consulting rate is $250 per hour. It's best to work with me when your returns have some complexity!
- What is your typical process for working with a new customer?
We will have a virtual meeting so that I can assess your needs and answer any initial questions you may have. For return preparation, you'll have access to a secure portal where you can upload documents electronically (even from your phone!). After prep is complete, we'll have a walk-through that will take the mystery out of your tax forms.
- What education and/or training do you have that relates to your work?
I have a Bachelors from Cornell University and both an MBA and Masters in Accounting from Northeastern University, as well as 10 years of experience in the field.