FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Unlike most tax professionals, I offer a flat fee for all my services besides IRS Representation. Starting from $300 and up. I also offer free 15 minute consultation over the phone. I ALSO offer FREE 1040 EZ filings for your dependent if you hire my normal services!
- What is your typical process for working with a new customer?
I always like to get to know my client better first by speaking with them over the phone with the free 15 minute consultation. After that, if everything looks good, I get started by having the new client upload their tax documents on a secure portal where I can review and start getting to work! I maintain updates with the client to make sure they know what's going on. I'm also always available for any questions about the process through calls, texts, or emails.
- What education and/or training do you have that relates to your work?
I am a licensed Enrolled Agent.