FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My base rate is for a standard itemized return. Extra fees are for other forms such as Self-employment, stocks and dividends, Child tax credit, EIC, Education deductions. These are decided on the amount of time involved.
- What is your typical process for working with a new customer?
Provide a free consult to get to know what the customer needs are and offer advice Plan and prepare the work to be done Review work with the customer, provide advice and future opportunities and savings continued support throughout the year
- What education and/or training do you have that relates to your work?
Registered ATFS preparer with IRS Master's in Accounting MBA