FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Form charges are typically used in preparing tax returns. In certain cases, an hourly fee will override the form charges.
- What is your typical process for working with a new customer?
1) Free quarter-hour consultation preferably in person in my office. 2) Review tax information 3) Sign a tax engagement letter 4) Collect a retainer for tax preparation work 5) Schedule when the tax return will be ready for signatures, e-filing, and folder delivery with final payment.
- What education and/or training do you have that relates to your work?
I have a Masters in Business Administration, Finance option and a Personal Financial Planning Certification including several income tax classes in both areas of study. I started doing tax preparation work in 1987 for H&R Block after attending their tax school.