FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Base tax filing price starts at $300 excluding bank fees for simple returns. Bade pay starts at 600 for business returns or complex returns excludes bank fees. All prices will be discussed before efiling.
- What is your typical process for working with a new customer?
Interview, Gather forms, Invite client to portal to fill out demographic information and upload documents, offer a bank product, then engage sign and efile. Will give client ideal processing time at time of appt.
- What education and/or training do you have that relates to your work?
Completed online tax course, completed in person training with HR Block, have a background in taxes from family tax entrepreneurs, and have more than 5 yrs of experience with tax prep, efiling, tax audit assistance, and tax debt.