FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
$150 for Form 1040 without itemized deductions. $215 for an itemized Form 1040 with Schedule C.
- What is your typical process for working with a new customer?
As a dedicated service provider, I understand the importance of establishing a quick and effective introduction to ensure that I can cater to your specific needs seamlessly. With the aim of delivering exceptional service, I have implemented an efficient and secure system wherein you can conveniently provide me with the necessary documents for review. In order to maintain utmost privacy and protection, a username and password will be provided by you which will enable you to securely upload these files onto my platform. To further streamline this process, a registration link will be promptly sent to your cellphone, allowing for easy access and verification. Rest assured that through this advanced system, we prioritize confidentiality while ensuring that every aspect of our collaboration is conducted professionally and efficiently.
- What education and/or training do you have that relates to your work?
I'm a California CTEC certified tax preparer, I have fulfilled the IRS PTIN required tax preparer certificate and am a participant in the IRS 2024 Annual Filing Season program.