FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Individual - $350 Business, Trust & Corporate - $550 K1s - $20 Representation - $300 (Retainer & $125/hr)
- What is your typical process for working with a new customer?
Have a discussion with the client to specify exactly what services they need. The client can upload any documents through our secure online portal. The documents will either be picked up, mailed or placed on my secure, onsite server.
- What education and/or training do you have that relates to your work?
I have a Bachelor's from the University of North Texas. I am federally licensed Tax Expert, authorized to Represent Taxpayers at all levels of the US Tax Court.