FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The price depends on the complexity of the tax return. The more complex like sole proprietors or people with rentals are more expensive than returns with only W-2s. Each return is different, so each return has a different cost. In addition there is an hourly rate for audit resolution work and for data organization.
- What is your typical process for working with a new customer?
Most of my clients are remote. I use a secure portal to exchange information to ensure your sensitive information is safe. Regular communication is generally by email but I can do phone, Skype, etc.
- What education and/or training do you have that relates to your work?
We are required by the IRS to have 72 hours of continuing education every three years to keep our licenses. This amounts to about 24 hours a year. In addition, the National Association of Enrolled Agents requires me to have 30 hours of continuing education a year to keep membership.