FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Based on the amount of preparation and forms needed to complete a tax return.
- What is your typical process for working with a new customer?
Meet together if possible to review tax situation. Review prior year return for basis.
- What education and/or training do you have that relates to your work?
Attend yearly training on new tax laws and how they apply to citizens.