FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is based on the complexity of your return. If you refer a client to us and we complete their return, we will give you a $25 discount when you file with us the following year.
- What is your typical process for working with a new customer?
We first meet with our clients via Zoom or phone to talk and learn about their tax situation. During the call, we explain our process from securely collecting personal information to filing their return. Once we've completed the returns, we review the file with the client to educate them on the ins and outs of their tax return. We also provide a complimentary mid-year review to help our clients prepare for the upcoming tax season.
- What education and/or training do you have that relates to your work?
I am a licensed CPA with over 15 years of experience preparing individual and business tax returns.