FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is by project.
- What is your typical process for working with a new customer?
Phone consultation or meeting in person to discuss project. Complete New Client Intake Form and sign our New Client Engagement Letter. New client gets login and password to share documents back and forth into Prowise most secured client portal.
- What education and/or training do you have that relates to your work?
Bachelor Degree, IRS Certified Tax Professional, ongoing Continuing Education with IRS Accredited Service Provider.