FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fees are based on the depth of services and the forms filed. Special discounts are available for new clients.
- What is your typical process for working with a new customer?
-Collect documents -Gather other details not on the documents -Perform requested services -Go over results with the client and do edits if need -Complete & deliver services
- What education and/or training do you have that relates to your work?
- Active CPA Certificate in multiple States - Master Degree in Taxation - Bachelor Degree in Accounting - Prior IRS Enrolled Agent Certificate (Not renewed) - Quickbooks Online Certificate