FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer loans up to $7,000 on those qualified returns*. We charge a fee of $375 total that can be taken from your refund. All new clients receive a 3day/ 2 night trip from us by mail after the acceptance of the return with the IRS. * Loan request are ran through EPS Financial (Pathway Inc). We have no part in the decision making process. We only provide you with the final result.
- What is your typical process for working with a new customer?
All new clients are sent an invite to meet by Zoom or in person if you would like and are in the Charlotte area. We are a division of K Harrell's Financial Services, Inc. The Zoom meeting is to ensure we are who we say we are (both the client and the preparer). An email with questions to answer just like you were sitting in front of us asking questions will be sent to our new clients. Besides your tax documentation, all new clients require social security cards and valid state or federal identification will be uploaded to all new clients returns. All identification and answers sent to us are encrypted for secure transfer. Emails and texts are often exchanged if questions are needed to be asked in order to complete your return by us or by you. If there are no questions, returns are completed the same day for your review and signature, and e-file to the IRS and state (this always depends on the amount of time it takes for a client to answer our questions). If a refund is expected, our method of choice is direct deposit.
- What education and/or training do you have that relates to your work?
I have a masters degree in accounting. My team and I take yearly training to verify that we have the most up to date information when preparing your returns. To date, we have had no clients with IRS audits.