FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
1040EZ - $49 1040A - $89 1040 - $129 1040NR - $149 CA540/CA540NR - $49 Online pricing for DIY filers Forms & Schedules prices - based on complexity and time required to complete
- What is your typical process for working with a new customer?
1. Meet and understand needs 2. Review previous documents 3. Confirm approach & costs 4. Upload current information 5. Prepare materials 6. Review & submit with IRS and state agencies
- What education and/or training do you have that relates to your work?
MBA, Finance Enrolled Agent (EA) Admitted to practice before IRS