FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer discounts when applicable. Pricing depends on the complexity of the tax return and your individual situation. Before I begin preparing your return, I provide a clear quote so you know the cost upfront.
- What is your typical process for working with a new customer?
We start with a review of your tax situation and required documents. You can conveniently provide information, upload documents, and electronically sign forms through my secure client portal or mobile app. Your information is securely stored and handled with care.
- What education and/or training do you have that relates to your work?
I have over 10 years of experience preparing tax returns and I am an Enrolled Agent (EA). An Enrolled Agent is a tax professional authorized by the IRS to represent taxpayers and help them with federal tax matters.