FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Basic returns - Simple, standard deduction $145; Basic itemized return $265; Schedules C & E (business and rental properties) extra.
- What is your typical process for working with a new customer?
We like to interview and get to know our clients, either by phone or in person. This helps us anticipate their needs and helps us provide better information to our clients.
- What education and/or training do you have that relates to your work?
Certified Public Accountant, licensed 2006 BSC Finance, Santa Clara University MBA International Business, Golden Gate University Post Baccalaureate Certificate in Accountancy, Arizona State University Continuing professional education, 40 hours each year