FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I have a standard pricing system that is published on the website. I believe in transparency and charging a fair and reasonable rate for my services. I charge a specific price for each type of tax form. For instance, if you have to file Form 8812 for the child tax credit, then it will cost $10. The more complicated the tax return the more expensive it will be. I do not charge for each W-2 or 1099 to enter. I do not charge to electronically file your tax return. I include one State tax return for free. Each additional state tax return is $39.
- What is your typical process for working with a new customer?
The entire tax preparation process can be done online. We are in contact with the client on a daily basis via email and phone. You are always in direct contact with the Enrolled Agent or CPA preparing your tax return. Detailed instructions are provided through out the process. Tax documents are passed back and forth through your private secure portal.
- What education and/or training do you have that relates to your work?
I have a B.S. in Accounting and am an Enrolled Agent, a federally-authorized tax practitioner. I have over 15 years in the industry.