FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing depends on the complexity of your return. I provide upfront quotes with no hidden fees, and discounts may be available for repeat clients and referrals.
- What is your typical process for working with a new customer?
I start with a consultation, provide upfront pricing, securely collect documents, prepare and review your return with you, then e-file and provide confirmation.
- What education and/or training do you have that relates to your work?
I have 10 years of tax preparation experience and complete annual tax education and training to stay current with IRS regulations and tax law changes.