FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing starts at $150 for basic returns and can be seen on my website that is linked.
- What is your typical process for working with a new customer?
I determine the scope of work to see what the potential client needs help with and if we would be good fits. Some clients have a simple tax return where as others have businesses, rentals, corporations, stocks, capital gains, retirement accounts, tax credits etc that requires a lot more work and more in depth tax saving strategies. I can also do a free estimate to determine what a client might owe or get back. Other clients may call for IRS notices, forming LLCs or S-corps or Bookkeeping services. I also like to determine how far a client is from my 2 offices to see what is more convenient for them or if they prefer to work remotely.
- What education and/or training do you have that relates to your work?
- Bachelor's in Accountancy ASU - Quickbooks ProAdvisor - VITA Certification