FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We believe that our prices are at least 25 Percent less then average Tax Preparation Fees based on Accounting Today Article published on January 14th, 2015
- What is your typical process for working with a new customer?
Review and assess clients need based on the information provided by Thumbtack. Send the estimate to initiate the conversation. Start the conversation via phone, meeting or email to get know more about clients particular needs. Gather the necessary information to start preparing the return. Prepare the returns & communicate to the client. Deliver the return Submit the return Sent client confirmation of Acceptance of the return.
- What education and/or training do you have that relates to your work?
I am a CPA since 2001