FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is transparent and based on the complexity of the work. Simple returns cost less, while business returns, amendments, bookkeeping cleanups, and multi-year filings require additional time and expertise. I provide upfront estimates whenever possible and offer discounts for returning clients, veterans, and bundled services. My goal is to provide value that far exceeds the cost of the service.
- What is your typical process for working with a new customer?
My process starts with a free consultation to understand your goals and tax situation. From there, I provide a secure document checklist, review all available deductions and credits, prepare the return or financial reports, and communicate throughout the process. Before filing, I review everything with the client to ensure accuracy and answer any questions.
- How did you get started doing this type of work?
I started my career helping customers navigate complex financial decisions in the automotive industry, where I developed a passion for numbers, financial analysis, and client service. That passion led me to become a Certified Tax Preparer and Certified Bookkeeper. Today, I help individuals and businesses reduce stress, stay compliant, and make informed financial decisions through Virgo Taxes & Consulting.