FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Transparent pricing based on the complexity of your tax situation. Personal returns start at $150 and increase depending on forms and services needed. We’re upfront with our pricing—no surprise fees.
- What is your typical process for working with a new customer?
I start by learning more about your specific tax situation—what you do, how you earn, and any unique life changes from the year. From there, collect your documents securely (online or in-person), ask a few clarifying questions, and get to work. You’ll always have the option to check in, ask questions, or review the return together.
- What education and/or training do you have that relates to your work?
I studied Accounting at Cal Poly Pomona and hold licenses in tax prep, mortgages, insurance, and real estate. I stay current on laws and training to make sure you always get accurate, thoughtful advice tailored to your goals.