FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
These are only estimated prices, it could sometimes be cheaper or a little more expensive. We also offer discounts to first time clients.
- What is your typical process for working with a new customer?
We start with a initial phone consultation and if client decides to proceed we have 72 - 96 hour turnaround time.
- What education and/or training do you have that relates to your work?
I am a Enrolled Agent, licensed by the IRS. I passed a suitability check and a three-part Special Enrollment Examination, which is a comprehensive exam that requires us to demonstrate proficiency in federal tax planning, individual and business tax return preparation, and representation. Every year I need to complete at least 16 hours of Continued Education and 72 hours of Continued Education credits within 3 years. Thumbtack has verified my credentials!