FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Simple returns are about $200+. I charge by the form so the more complicated returns (schedules C and Schedule E) can creep up closer to $500. My average return is about $325.
- What is your typical process for working with a new customer?
I normally have the customer book an appointment, then I will set them up in my online portal. 90% of my clients come to the office for tax prep, but I am open for virtual preparation as well.
- What education and/or training do you have that relates to your work?
For my degrees I have a bachelors from WVU and a post-baccalaureate certificate in accounting and MBA from VCU. I am a Certified Public Accountant (CPA) and Certified Management Accountant (CMA). I am also an Advanced Quickbooks Proadvisor.