FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I have standard pricing for individual & small business returns. 1040EZ - $55 1040A - $155 1040 (Full) - $185 **(Price excludes Schedules C & E) Schedule E (Rental Property) - $75 per schedule / property Schedule C (Self Employed - $150 & up depending on time and complexity 1040X (*Current client) - $75 & Up ***Notary Fee $5 1st page, $2 each additional page**** Other Returns Provided- Pricing varies based on level of work: 1040X *Non clients 1040NR 1120 990-EZ 990
- What is your typical process for working with a new customer?
I send a welcome email (via Intuit LINK) to all new clients and schedule a phone call to discuss specific plan of action, time frame for completion, charge and payment options. I also use this time to provide all of my contact information and answer any questions the client may have.
- What education and/or training do you have that relates to your work?
I have a BS degree in Business and I have been working in the payroll and tax field for over 16 years! In addition I trained with the IRS VITA program for three years and I have been a registered IRS Tax Preparer since 2001 (15 years).