FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We quote competitive flat-rate prices for tax preparation and never charge more than what we quote. Quotes will vary based on the complexity of the tax returns.
- What is your typical process for working with a new customer?
New customers are sent an email with a secure portal link. They log into the portal, accept the engagement letter, answer some questions and upload there tax documents. We prepare the tax return and only require payment after the return is reviewed and signed. Once the invoice is paid, we e-file the tax return and share the return on the client's portal.
- What education and/or training do you have that relates to your work?
A Master's of Accountancy and a Master's of Business Administration degree. CPA (Certified Public Accountant) and CMA (Certified Management Accountant) licenses. Experience preparing personal, business, real estate, nonprofit, gift, estate and trust tax returns.