FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer fixed rate pricing that is well below the industry average. All pricing includes preparation of both Federal and State returns and electronic filing.
- What is your typical process for working with a new customer?
We offer both in person and virtual appointments. All appointments involve meeting with Client, collect information required for return preparation. Prepare return, review with client. Acquire signatures, payment and e-file returns and provide follow up tax planning. This can be done in person or virtually via Skype or Face-time. Document collection for our virtual appointments are done via a secure document uploading link.
- What education and/or training do you have that relates to your work?
I am a bonded CTEC and IRS Certified Tax preparer. I have a Bachelor of Science in Business Administration and Juris Doctorate of Law.