FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing starts at $299-$1500 depending on the complexity of the return.
- What is your typical process for working with a new customer?
We will have a consultation via phone, then I will email the client intake form for them to complete and have them email all pertinent information to my secure email. I will review and confirm information received. After receipt of necessary documents, the process of tax preparation begins. I will then contact the customer with the details and to obtain approval prior to submitting to the IRS.
- What education and/or training do you have that relates to your work?
I have 20+ years of experience in tax preparation. I also have my PTIN from the IRS. I do attend training throughout the year.