FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My prices vary based on complexity of return. I work from my home to keep my costs down. My returns significantly lower priced than most firms that operate out of an office. I do offer a first year client discount! I also offer free consultation, so if you're not happy with the cost, you owe me nothing!
- What is your typical process for working with a new customer?
I typically meet with you in the privacy of your home or office. I review your prior year tax returns. Then we have a through interview using a questionnaire to know your tax situation I collect the data and required documents and take it to my home office. I complete the return, send you a secured copy electronically for your review and then efile upon your approval.
- What education and/or training do you have that relates to your work?
I am required to take 20 hours of continuing education annually. Certified (CRTP) by California Tax Education Council (CTEC) Authorized efile provider with the IRS Registered with the IRS Annual Filing Season Program You should always check to see if the person preparing your return is registered with CTEC (California Tax Education Counsel) & IRS Directory of Federal Tax Return Preparers with Credentials & Select Qualifications IRS Lookup: at irs.treasury.gov/rpo/rpo.jsf CTEC Lookup: at ctec.org/Payer/FindVerifyPreparer/