What education and/or training do you have that relates to your work?
To keep up to date with tax laws I attend monthly meetings, receive email alerts of changes throughout the year from IRS and Florida Dept of Revenue, attend webinars workshops. IRS requires some continuing education but I am a member in good standing with NAEA and FSEA which require much more.
What questions should customers think through before talking to professionals about their project?
We are open year round and glad to help with just a phone call, email, letter, or visit.
We electronically file prior year returns back to tax year 2012 at no additional cost.
We provide our clients with copies of all forms, schedules, etc that we prepare.