FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing system is based on the type of return filed and the complexity. For an individual return prices start at $125 with the average being $260. Corporate returns start at $250 with the average being $600.
- What is your typical process for working with a new customer?
When working with a new client I look for way to maximize tax savings that have not been used in the past. I often review prior tax returns and ask the right questions. While preparing the return I make note of additional tax savings opportunities for the future. I provide all new clients with tax planning services at no additional cost. I also offer complete tax planning for high net worth individuals.
- What education and/or training do you have that relates to your work?
I am an Enrolled Agent which is the highest credential awarded by the IRS. I have the same rights of unlimited representation before the IRS as do CPA's and Attorneys. I hold a Bachelors in Finance, an MBA (concentration in Finance) and a Masters of Taxation. I also have over 20 years experience in taxation.