FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I believe in transparent, upfront pricing—no hidden fees. I offer competitive rates based on the complexity of your tax situation. I also provide discounts for first-time clients and ongoing referrals, so you can save more as we build a lasting relationship! You’ll always know exactly what to expect, and I work to ensure you get the best value possible while minimizing your tax liability.
- What is your typical process for working with a new customer?
I aim to make your tax preparation stress-free. Here’s how it works: Initial Consultation: We’ll have a quick chat about your tax situation to gather the necessary details. Document Collection: You’ll send over your documents (W-2s, 1099s, etc.), and I’ll review them. Tax Strategy: I’ll provide personalized advice to maximize your refund and reduce your liability. Tax Filing: I’ll file your taxes accurately and promptly, ensuring everything is handled. Ongoing Support: I’m here year-round for any follow-up questions or future tax planning needs.
- What education and/or training do you have that relates to your work?
I’m a Certified Public Accountant (CPA), and I’ve completed advanced courses in tax law and business tax preparation. This gives me the expertise to handle even the most complex tax situations, including business tax filings, tax reductions, and credits like the Earned Income Tax Credit (EITC).