FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
For Individual tax service with or without a Schedule C, a flat fee of $350 is charged. We do have a program to take the fee from their refund, which means no money out of their pocket.
- What is your typical process for working with a new customer?
For tax returns, I take 4 hours in a customer's home. I educate and inform as I prepare their taxes. I make it fun and entertaining. Really. Then they love the largest refund they end up because I asked questions and they said, "I can take that off? I didn't know that."
- What education and/or training do you have that relates to your work?
Accounting and tax courses at Community College, 20 years in business as a real estate agent, an insurance agent, and independent sales person for several companies.