FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Depends on the complexity of the return and the number of forms and schedules to be prepared.
- What is your typical process for working with a new customer?
Get to know the client's personal finance and business operations.
- What education and/or training do you have that relates to your work?
I have a bachelor's degree in accounting and a masters degree in accounting.