FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
All services are based on complexity and time.
- What is your typical process for working with a new customer?
I inquire about what they think there needs are (file a return, research a notice etc), have them fill out an information worksheet as well as request all necessary documents and begin the work. Right before finalizing anything, i will ask any questions that I may have and discuss the results with the taxpayer and answer any questions the client may have for me.
- What education and/or training do you have that relates to your work?
I have a bachelor's in accounting and over a decade in experience.