Alexx S Chesney,EA
About this pro
Alexx is an expert at the tax code and was extremely professional. Absolutely amazing to work with. She helped me with figuring out the purchase of my new house and my Airbnb. I am military and she was able to help me navigate the tax code so that I get my maximum return. She walked me through all my dedcutions. I now call her my tax professional and will be working with her for all my tax needs.Mar 12, 2018Verified
This was a phone consultation. Alexx answered all my questions thoroughly and in detail. She gave me details of situations I had not considered. I will definitely use her expertise in the future when more complex tax situations arise.Sep 11, 2017VerifiedAlexx C.'s reply
It was nice talking with you, Kevin! You have a great grasp and understanding of your tax situation. Mahalo for utilizing Thumbtack and contacting me! Glad I could assist you!
- What should the customer know about your pricing (e.g., discounts, fees)?Not until I know what the taxpayers tax return consists of. Every return has the potential of many different scenarios, therefore, its best not to blanket quote. I do not like giving an estimate and then "adding fees" later, no one likes to be upsold.
- What is your typical process for working with a new customer?1) a clear understanding of what the taxpayer is needing and looking for. 2) an initial phone call before we even meet, so that we are both clear on the scope of work needing to be completed, and anticipated time frame. In case the client expects a time frame which I cannot possibly adhere to, so they may need to keep researching. 3) setup a free 30 min. consultation at my office.
- What education and/or training do you have that relates to your work?I have passed the exam to become an Enrolled Agent, a very intensive and tough 3 part proctored exam. We have continuing education requirements, annually, to keep our licensing and status, but since the tax laws are ever changing, we exceed the min. hours required every year.