FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
At K&Co. Tax Preparation we charge a flat rate of $495 -$595 depending upon your filing status, for individual taxpayers only (W-2 income only) filing form 1040 ONLY. If your tax return requires additional schedules for things such as self-employment income, interest income, capital gains, crypto-currency gains, etc. you do not qualify for our Express Service.
- What is your typical process for working with a new customer?
We have an extremely streamlined and efficient process. New clients begin with a free, 15 minute, consultation to discuss tax documents we require to complete your return, and to cover our Pay-By-Refund, and Refund Advance Services. At the end of this call, a link providing our tax preparation engagement terms, privacy policies, and document upload process is provided.
- What education and/or training do you have that relates to your work?
My team holds Annual Filing Season Certifications (AFSP) issued by the IRS each year. I require all in-house return processors to complete this certification each year as a way to stay abreast of new tax law updates and changes to ensure we are providing our clients with the up to date knowledge and expertise.