FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer free drafting of your tax return upfront. You’ll see the work first, and if you like it and everything looks good, then we can move forward with filing and finalizing. No pressure, no surprise fees.
- What is your typical process for working with a new customer?
I have a seamless, online process for new clients. You’ll receive a simple questionnaire that helps me identify every credit and deduction you qualify for. Once I have your info, I usually complete the draft the same day. Everything is done remotely, efficiently, and stress-free.
- What education and/or training do you have that relates to your work?
I was trained by a top tax firm in Orange County and have completed three full tax seasons preparing individual and business returns. That hands-on experience allows me to handle a wide range of tax situations accurately and efficiently.