FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Since everyone has a different tax situation, everyone has a different price. There is no such thing as a typical or standard tax return.
- What is your typical process for working with a new customer?
I like to meet with a new client to discuss their personal situation. I do not charge for initial consultations. This is a chance for the client to see if they like my service. It all boils down to personally. Any accountant would get the same answer. You have to like who you are working with.
- What education and/or training do you have that relates to your work?
Certified Public Accountant since 1990