FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Rates vary by the complexity of the return
- What is your typical process for working with a new customer?
I will send an intake form for new customers and setup a 30 minute consultation. A link to our mobile app is sent so that you can upload all documents securely. Once your return is complete, we will review together, sign, and submit to the IRS.
- What education and/or training do you have that relates to your work?
Accounting degree, tax training, PTIN