FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My average tax returns are $75 to $350 for individuals and $150 to $300 for corporate returns.
- What is your typical process for working with a new customer?
I work with my clients on an as needed basis. Typically we have an initial meeting to determine what the client's goals are and how I can help them achieve these. Then we create an action plan and I assist in the implementation of this plan.
- What education and/or training do you have that relates to your work?
I'm a Certified Financial Planner (CFP) and an IRS Enrolled Agent.