FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We try to keep my pricing lower than my competitors and give each client the personal attention they deserve.
- What is your typical process for working with a new customer?
We like to have a consultation to discuss their particular circumstances first and then proceed to help in the best way we can. We also offer advice on what to change or continue. We are always here to answer your questions.
- What education and/or training do you have that relates to your work?
I have an Enrolled Agent License. Enrolled Agent An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled Agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.