FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Please understand that every return is different, and pricing is determined on an individual basis during your New Client Needs Assessment.
- What is your typical process for working with a new customer?
A New Client Needs Assessment is necessary in order to ensure that we can provide you with everything that you need and for you to be sure that we are a good fit. Jonathan would be happy to speak with you or meet with you to discuss your questions in more detail and to provide a quote.
- What education and/or training do you have that relates to your work?
Jonathan received his Bachelors Degree of Accountancy from Miami University (Ohio). He has worked for a "Big 4" accounting firm and a Fortune 500 Company. He is a member of the National Association of Tax Practitioners, the American Society of Tax Problems Solvers, the American Institute of CPAs, and the Texas Society of CPAs.