FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We are unable to advise on products we are not familiar with such as Turbo Tax and H&R Block. We do not currently participate in a Rapid Refund Program. Base Price: Includes W-2 and SSA-1099. The additional items below are provided to give you an estimate of the total cost. Call us and we will quote you a fair and reasonable price upfront. *Add $60: For clients with itemized deductions *Add $90: For clients with rental properties *Add $75: For clients with Investment Income/Expense *Add $95: For self-employment income *Add $45: For Marketplace Healthcare shared responsibility calculation * S-Corps/C-Corps starting at $425.00 With my firm you also get more than just tax preparation, you get personalized service. We are here any time you need us at no additional charge to you. We will also keep you informed on how the new tax law changes will impact you in the upcoming year. Give me a call or request an appointment to see if I am the right fit for you with no pressure and no obligation. I would enjoy talking with you.
- What is your typical process for working with a new customer?
A new client can schedule an appointment for a free, no obligation consultation over the phone or in our office, whichever the client prefers to determine the client’s specific needs. Our clients have the option to work with us in person, over the phone or through our secure client portal. We ask that new clients complete a short tax organizer to gather the client’s personal information and answer a few yes/no questions. This is available on our website. Once the clients tax return is complete, I will request an appointment to review the return with the client either over the phone or in person. During this meeting, I am happy to answer questions and address any concerns. I will also provide an impact analysis of next year’s tax return. We offer our valued clients the convenience of a secure, password-protected portal to store and access their important financial documents from anywhere at any time. This portal also allows us to work together efficiently by securely exchanging working documents saving you valuable time.
- What education and/or training do you have that relates to your work?
I am a licensed CPA in North Carolina (License # 28366) and Texas (License # 048040) serving the Charlotte area community. As a licensed CPA, I am held to the highest professional standards of ethics, competency, privacy and have a legal responsibility to my clients. I am a member of the American Institute of Certified Public Accountants and have over 30 years of experience in both public and private industries.