FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The quoted price is a for a standard 1040A Form preparation. A full list of prices and discounts can be found @ thegolden1tax.com *Price includes e-filing fee. *Price does not include state return. State return is an additional cost. *Tax situations are unique and vary, therefore prices are subject to change. **Bank products are additional cost.
- What is your typical process for working with a new customer?
New clients are encouraged to register via the website at thegolden1tax.com. Clients complete a short questionnaire and select a desired preparation method and time. Once registered: Remote clients will have a phone interview and receive an invite to the Client Portal. Traditional clients will schedule an appointment.
- What education and/or training do you have that relates to your work?
Masters in Accounting and Finance from Keller Graduate School of Management. 8 years of experience with H & R Block as a Senior Tax Advisor. 2 years of experience as a Trust Tax Accountant.