FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Feel free to estimate the cost of your tax return preparation using the price calculator on my website (as per the Thumbtack policy can't be linked here).
- What is your typical process for working with a new customer?
Most of my clients are are served remotely online, even those that live just across the street from my office... This is not my choice but a choice of the most on 21st century clients... You are always welcome in my office in Dunedin, FL. For clients that prefer to work remotely online: to start with the process please sign up to my secure portal at my website, complete the "Organizer", and upload your documents. I'll navigate you step by step from this point.
- What types of customers have you worked with?
I specialize in small business taxes preparation (LLC, Corporation), tax returns for self-employed individuals, tax returns with real estate rental income, correcting errors in previously filed tax returns (amendments), and back taxes (taxes not filed when due or tax problems with the IRS)