FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing depends on the type of work we are doing and how extensive it is.
- What is your typical process for working with a new customer?
We offer a complimentary 15 minute phone consultation to discuss any questions or tax problems you may have. For clients who are ready to work together, we are happy to meet by phone, online or in-person. All appointments can be scheduled online using our scheduling tool on our website.
- What education and/or training do you have that relates to your work?
Wendy earned her Bachelor's Degree in Business Management from Southern Oregon University and her Master's of Science degree in Finance from Indiana University. She is also an IRS Enrolled Agent, which is the highest designation awarded by the IRS and allows her to represent clients before the IRS. In addition to helping Tax Shark's clients with their tax returns, Wendy is also a CERTIFIED FINANCIAL PLANNER™ and owner of Heirloom Financial Services.