FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Tax Preparation Fees are based on the complexity of the Return. We offer Tax Preparer switching discount for new clients.
- What is your typical process for working with a new customer?
We do the initial interview with the client to know each other and then we usually request the previous year Tax Return, 1099, Bank Statements, Business expenses summary, Financial Statements if any, 1098..
- What education and/or training do you have that relates to your work?
My Credentials: MBA Enrolled Agent (EA) California CPA Candidate