FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Like most tax preparers, I charge by the form. However, I try to make my services very fair, straight forward and affordable.
- What is your typical process for working with a new customer?
It depends on what the client wants... the client can drop the information off to me, mail it, email it or come into my office. It would be helpful to bring your tax return from the previous year. Also, new clients should provide a copy of their drivers license or state ID and Social Security cards for their children.
- What education and/or training do you have that relates to your work?
North Canton Hoover High School Class of 1994. University of Toledo (Bachelor of Arts and Sciences in History & Economics) 2000. Multiple securities and insurance licenses. AFSP, ChFEBC, Quickbooks Online Certified