FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Yes. Our pricing model is simple. we have a flat rate for 1040s and itemized returns. Additional, per form fees apply for other schedules, worksheets, and accounting services. We will only recommend forms that are required and those that will either decrease your tax burden or increase your refund. You get to choose which one is worth filing. *First time customers get large discounts and need not worry too much about pricing. We are trying to grow and will earn earn your business. Your referrals will also mean a lot to us. Please, see our pricing section for more details
- What is your typical process for working with a new customer?
New customers: Step 1. Give us a call or register on our website. Step 2. We setup a secure (encrypted) account for you and invite you to access via email. Step 3. You will be able to access your account to provide additional information and documents, while we complete your return. Step 4. Your return gets completed, sent to you for authorization, and gets e-filed.
- What education and/or training do you have that relates to your work?
* Master of Business Administration (MBA) * Enrolled Agent (EA)