FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
When working with us, you’ll benefit from a transparent, client-friendly pricing structure: Customized Quotes: Our fees are tailored to the complexity of your tax situation and the specific services you need. Multi-Year Discounts: We offer special discounts for clients who file with us over multiple years, adding even more value to our service.
- What is your typical process for working with a new customer?
When working with a new tax client, my process is designed to be clear, personalized, and stress-free. Here’s how it typically works: Initial Consultation: We start with a one-on-one meeting—either virtually or in person—to discuss your financial situation, answer any questions you might have, and outline the steps ahead. Document Collection: I guide you through gathering all the necessary documents. Whether it’s income statements, receipts, or previous tax returns, I’ll ensure we have everything needed for an accurate filing. Detailed Review & Strategy: With your information in hand, I review your documents in detail. I focus on identifying every possible deduction and credit to maximize your refund or minimize your tax liability. Tax Preparation & Filing: Once we’ve reviewed everything together, I prepare your return. I make sure it’s fully compliant and accurate, and then file it promptly on your behalf. Ongoing Support: My commitment doesn’t end at filing. I’m available year-round to answer any questions, help with tax planning, and ensure you’re prepared for future tax seasons.
- What education and/or training do you have that relates to your work?
With over 20 years of dedicated experience in the tax industry, I have built a solid reputation working with top firms such as Liberty Tax Service and Jackson Hewitt. My career has allowed me to serve a diverse clientele, from individuals to small business owners, by providing tailored, accurate tax solutions that maximize deductions and ensure compliance. In addition to my extensive professional background, I hold a Bachelor’s of Science degree in Business Administration from. My academic achievements, combined with years of hands-on experience, have equipped me with a deep understanding of complex tax regulations and the expertise to guide clients through every step of the tax process. This blend of practical experience and formal education drives my commitment to excellence and my passion for helping families and businesses achieve financial success