FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Negotiable Charge what customer can afford to pay I value relationships more than money! I am in business to help people
- What is your typical process for working with a new customer?
Interview Collect docs Send First Tax return Review return with client Send Final tax return Efile return after approval Return ALL docs Get paid
- What education and/or training do you have that relates to your work?
CPA Over 20 years experience Many tax related CPE courses to stay current on latest IRS regs