FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is forms based for tax preparation. Tax resolution and representation is billed per hour or per job. All prices are discussed with client and agreed upon before work begins.
- What is your typical process for working with a new customer?
****Please bring all applicable tax forms to your appointment for expedited processing. Elev8 Tax and Insurance has both a physical location and the ability to perform work virtually. Our secure client portal allows our clients flexibility and convenience! If you would like to have your taxes prepared virtually, simply let us know and we will get you set up with a portal login and instructions. Non-virtual clients may make an appointment to come into the office with all of their applicable paperwork through Thumbtack.
- What education and/or training do you have that relates to your work?
Bachelors in Accounting Masters in Entrepreneurship Enrolled Agent