FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
By form. Depends on the form and how complicated it is. Use Drake software and have billing per form built in.
- What is your typical process for working with a new customer?
Send tax checklist prior to meeting and make them aware of all documents needed.
- What education and/or training do you have that relates to your work?
15 years experience and Continued education