FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I have a base rate for completing your Federal and California State tax returns, depending on your filing status (single, married filing jointly, married filing separately, or Head of Household). If your return requires extra forms: significant stock sales, self employment, rental property, etc., then the price will be higher. I will let you know the exact amount after reviewing your tax documents.
- What is your typical process for working with a new customer?
This year I am working remotely in California. All the work will be done electronically and over the phone. I will accommodate you to make it easy for you to complete your taxes.
- What education and/or training do you have that relates to your work?
I have an MBA from UC Berkeley and I have completed the California CTEC 60 hour Tax Preparer Certification Program. I also have completed training and registered as a tax preparer in New York State. As part of H&R Block training I was certified as a Senior Tax Specialist, and completed hundreds of tax returns.