FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My fees are competitively priced based on the complexity and type of services I will be providing.
- What is your typical process for working with a new customer?
A typical tax return preparation process includes a discovery call or email in which I can gain an understanding of the type of professional services they would like to engage me to provide (i.e. preparation and filing of individual or business tax returns). Second, I will asked them to review and sign an engagement letter outlining those services which includes a quote for the work to be done and timing of when the work will be completed. Third, I will send them a tax organizer to complete which includes providing certain financial documents and answering certain questions. Fourth, I will complete and file the tax returns which would conclude the engagement.
- What education and/or training do you have that relates to your work?
I have Bachelor's degree in Accounting and a Master's in Taxation. I'm a North Carolina CPA, I've passed the CFP examination and am a Candidate for CFP Certification, and I am an Investment Adviser Representative (Hold a Series 65). I have over 25 years of tax planning and tax preparation experience.