What is your typical process for working with a new customer?
Most of my clients are remote. I use a secure portal to exchange information to ensure your sensitive information is safe. Regular communication is generally by email but I can do phone, Skype, etc.
What education and/or training do you have that relates to your work?
We are required by the IRS to have 72 hours of continuing education every three years to keep our licenses. This amounts to about 24 hours a year. In addition, the National Association of Enrolled Agents requires me to have 30 hours of continuing education a year to keep membership.
Do you have a standard pricing system for your service? If so, please share the details here.
The price depends on the complexity of the tax return. The more complex like sole proprietors or people with rentals are more expensive than returns with only W-2s. Each return is different, so each return has a different cost. In addition there is an hourly rate for audit resolution work and for data organization.
What types of customers have you worked with?
I have worked with many different types of clients over the years, but I am particularly fond of nonresident aliens.
US citizens and residents with international income and/or live out of the US (expats) are also up on my list.
And I find investments and rentals very fun to work with. This includes stock options, RSUs, AirBNB, etc
What advice would you give a customer looking to hire a provider in your area of work?
Look beyond the fee. Tax advisors bring more value to you than just filling out some forms. Look for somebody with credentials: EA, CPA, or tax attorney. Look for somebody who will sign his/her name as preparer. Look for somebody who doesn't charge you based on the size of your refund. Look for somebody who will be there every day of the year for you. Look for somebody with ethics.