FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
All my fees are listed on my website and I am upfront and transparent on what I will charge you. Some tax services try to hook you with an unrealistic price, and then add things on until you are paying way above their listed prices.
- What is your typical process for working with a new customer?
I think it is important for new customers to bring in their previous 2 years worth of tax returns. This will help me prepare your current year and will also give me an opportunity to see if you missed any deductions and perhaps file an amended tax return to get you a tax refund from previous years.
- What education and/or training do you have that relates to your work?
I hold the highest tax credential awarded by the IRS which is "Enrolled Agent." Enrolled Agents have unlimited rights to practice before the IRS for matters big and small and we specialize in income tax filing, tax preparation and tax audit representation.