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- What should the customer know about your pricing (e.g., discounts, fees)?
We offer cash referral bonuses for clients and others who refer customers to us. The amount of cash we pay you for your referrals is equal to 20% of cost of the work provided to us by your referral - minimum is typically $60 and maximum is typically $1,000 - paid out to you w/ the payment method of choice. We charge $300 for a typical individual return, $450 for a tax return that needs Schedule C reporting and $650 for larger returns with either more reporting on them or more complexity.
- What is your typical process for working with a new customer?
We send you an intake form and a tax questionnaire, or we may send an organizer in place of the questionnaire for some clients. You fill them out and send them back and we will conduct a quick interview about you regarding your taxes and needs, and once you've sent back the forms, your tax documents and usually a copy of your prior-year return we will put your taxes in the queue to prepare, review with you and eFile. We expect to be paid when the project begins, not when you get your refund check - unless you are using our quick-collect service with which we can take payment out of your refund if you are getting one.
- What education and/or training do you have that relates to your work?
I've been self-employed as a tax accountant for six years and have worked in all kinds of tax and financial accounting roles from General Accounting Manager at a large company with multiple branches I oversaw the accounting departments at to public accounting at a CPA firm as a Tax Staff Accountant. There is almost no accounting or tax work that I'm not an expert in or with which I will not be your best choice.