FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My prices range from $450 to $1050 depending on what needs to be filed and done on your return. I do offer payment options and arrangements including the option to pay from your refund if you are due one!
- What is your typical process for working with a new customer?
I make tax filing easy and stress-free by following a simple, organized process: 1️⃣ Initial Consultation & Document - We’ll start with a quick chat via email, text or phone to understand your tax situation (W-2, self-employment, deductions, dependents, etc.). - You’ll securely upload all necessary tax documents (W-2s, 1099s, business expenses, etc.) and answer the needed questions via a secure form. 2️⃣ Review & Tax Preparation - I’ll carefully review your documents to ensure accuracy and look for all possible deductions and credits. - If you’re self-employed, I’ll help maximize write-offs to lower your tax liability. - I also provide a free credit analysis and a round of credit restoration with every tax filing! 3️⃣ Final Review & Filing - I’ll go over your return with you, explaining everything clearly. - You’ll have the opportunity to ask any questions before we file. - Once approved, I’ll submit your return electronically for fast processing. 4️⃣ Payment & Refund Options - My services start at $450 to $1250 and offer flexible payment options, including the ability to pay from your refund if one is owed to you. 5️⃣ Post-Filing Support - I’ll provide a copy of your filed return and be available for any follow-up questions. - Need tax planning advice for next year? I’ve got you covered! Please let me know ahead of time.
- Describe a recent project you are fond of. How long did it take?
One recent project I’m really proud of was helping a client who had multiple income streams, including W-2 employment, self-employment, and investment income. They were unsure how to maximize their deductions and worried about a large tax bill. I worked closely with them to identify all eligible deductions, including home office expenses, business-related travel, and retirement contributions. I also helped them strategize for future tax savings** by recommending the best way to structure their business income. The entire process took about 3 to 5 days, from document collection to final filing. In the end, I was able to reduce their tax liability by thousands while ensuring full compliance with IRS regulations. Seeing their relief and satisfaction made this project incredibly rewarding! Would love to help you, too! Let me know if you’d like to get started. 😊