FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My fees are not the lowest and they are not the highest but I provide high value for what I do charge. My fees are based on complexity and number and type of form for tax returns and the number of hours it would take to finish the project. Not only are you paying for tax filing, you are paying for tax support from a tax specialist all year long not just during tax season. We are available all year for consultation, not just during tax season. If we make an error, we will amend your return free of charge. And of course, we carry errors and omissions insurance to further protect you.
- What is your typical process for working with a new customer?
1. Introduction 2. Ask how I can help the client. 3. Determine how best to serve the client 4. Gather and request the information needed to help the client 5. Counsel the client on how to best handle the present tax situation
- What education and/or training do you have that relates to your work?
Numerous accounting and tax classes. Continuing Education classes are required every year to keep abreast of ever changing tax laws.