FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My fees are straight forward and do not change unless there are unusual circumstances. They are as stated on my profile.
- What is your typical process for working with a new customer?
After it is determined that both the client and myself are a good match, I schedule a brief consultation to find out more about their tax situation. Once I have a good understanding I will send out a tax organizer/checklist and begin preparing the return once all source docs have been confirmed. When the return is complete, the client and I will review the return together to answer any questions or concerns.
- What education and/or training do you have that relates to your work?
Certified Individual Tax Preparer Certified Public Bookkeeper Certified Accounting Analyst Certified Payroll Professional Certified QuickBooks Advisor