FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I start at a minimum of $300 for personal tax preparation and it goes up from there depending on the complexity and time spent on the tax return. Other services have higher fees and include tax planning, social security planning, and business taxes.
- What is your typical process for working with a new customer?
I have new clients fill out a brief questionnaire online. Then I respond letting them know what information I need to service them.
- What education and/or training do you have that relates to your work?
I have an accounting degree at the bachelor level from a very reputable college. I have worked with a variety of clients before venturing out on my own. I the highest level of licensure the IRS awards. I am also a registered social security analyst.