FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer clear, upfront pricing with no hidden fees. Individual returns start at $XXX Business returns start at $XXX Bookkeeping & payroll are custom packages ✨ Discounts for returning clients, seniors, and military. I’ll always give you a quote before we begin so you know exactly what to expect.
- What is your typical process for working with a new customer?
When working with a new customer, I like to keep things simple and stress-free: Initial Consultation – We start with a free call or message to discuss your needs. Information Gathering – You’ll securely share your tax documents or business records. Review & Plan – I review everything, answer questions, and outline the best approach. Preparation & Filing – I complete the work accurately and on time. Delivery & Support – You’ll get copies of all filings, plus ongoing support if needed. My goal is to make sure you feel confident, informed, and taken care of every step of the way.
- What education and/or training do you have that relates to your work?
I am an Enrolled Agent (EA) licensed by the IRS, which means I’m federally authorized to represent taxpayers in all 50 states. I stay current on tax law changes through annual continuing education and IRS-approved training. In addition to my EA license, I have years of hands-on experience in: Tax preparation for individuals and businesses IRS representation for back taxes, audits, and resolutions Bookkeeping & payroll management for small businesses This combination of professional training and real-world experience allows me to provide accurate, reliable, and stress-free tax and accounting services.