FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
bill by form on tax returns most investment advisory fees are at or near 1 %
- What is your typical process for working with a new customer?
Review prior year return do return face to face not on do return but plan for future returns
- What education and/or training do you have that relates to your work?
Enrolled Agent ..Completes required continuing education annually