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Individual Tax Preparation
License Type: CPA License – Certified Public Accountant (CT)
- What should the customer know about your pricing (e.g., discounts, fees)?
The prices listed are our base prices for individual tax preparation, which consists of an initial consultation, federal Form 1040 and one state tax return e-filed. Any additional Forms, i.e. Schedule A, Schedule C, Child Tax Credit, etc. that are prepared are changed by Form in addition to the base prices listed.
- What is your typical process for working with a new customer?
We perform an interview to best understand the tax situation of the customer and then prepare the tax return based on the best possible outcome for the customer. Our service includes an independent review of the tax return before it gets finalized and e-filed.
- What education and/or training do you have that relates to your work?
Certified Public Accountant (CPA)