FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Yes; as pricing is based upon type of organ. & filing requirements.
- What is your typical process for working with a new customer?
Discuss needs/ meet to review data / prepare returns & support submissions.
- What education and/or training do you have that relates to your work?
Registered Tax Preparer w/IRS; BS/MBA - Fin/Act.; plus 30 yrs. experience.