FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Prices for taxes are set by forms and complexity of interpreting the information.
- What is your typical process for working with a new customer?
1. Hear client's needs. 2. Set a time to meet and establish information. 3. Set a contact time so client know when project is done or update situation. 4. Meet to overview finished project.
- What education and/or training do you have that relates to your work?
Registered CTEC PTIN Everyone on staff has a degree and has worked in finance.