FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Tax preparation is based on number of forms. The simpler the return the better the price. Representation based on hourly rate.
- What is your typical process for working with a new customer?
Interview and identify their needs and concerns. Answer any questions they may have. Discuss the options available and implement a mutually acceptable strategy that meets the need in the best way.
- What education and/or training do you have that relates to your work?
72 hours every three years and minimum of 16 annually.