FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer Quality! I’m not the cheapest. I’m the best. I’m diligent. I focus on each client getting their questions answered and tax return submitted timely and accurately. My software, secure portal, IRS approved training, staff all had background checks, availability all year, are the reason my fees start at $375.
- What is your typical process for working with a new customer?
We start with setting up a video meeting so we can meet and discuss all the clients concerns in a virtual “face to face”.
- What education and/or training do you have that relates to your work?
MBA, ENROLLED Agent, Certified Tax Planner, IRS Forum and 25 continuing education credits in 2024…