FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our tax preparation fees are based on the specific forms required to complete your particular tax return. Our average fee is in the $100 to $120 range with some clients paying less and others more based on their individual situations.
- What education and/or training do you have that relates to your work?
The firm's owner has a degree in financial planning and holds the Certified Financial Planner and Enrolled Agent designations. The experience of other employees include a degree in accounting, IRS Enrolled Agents, the local chapter President of the National Association of Tax Professionals, and the Secretary of the local chapter of the NATP.
- How did you get started doing this type of work?
I started out as a Financial Planner and eventually added income tax preparation as an additional service to my clients.