FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We represent some clients on an agreed flat fee for certain engagements like tax return prep. but others like audits and tax litigation we use an hourly rate or contingent fee arrangement combination for penalty abatements.
- What is your typical process for working with a new customer?
Engagement agreement with a client with payment by cash, credit card or check
- What education and/or training do you have that relates to your work?
I teach courses before the Colorado Society of Enrolled Agents, Virginia National Association of Tax Practitioners and Lawline.com, and EsquireCLE nationwide continuing education platforms for lawyers, CPAs, and enrolled agents.