FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My fees are based on the amount of time spent on a return.
- What is your typical process for working with a new customer?
l would conduct a thorough interview with the client and go over everything in their financial life.
- What education and/or training do you have that relates to your work?
I have a bachelor degree in accounting and business administration. I am up to date with all of the tax changes. I have an assigned PTIN with the IRS.