FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is based on the complexity of your individual tax return. I offer a free consultation which is used to review your information and provide a clear quote before any tax filing begins. Fees for prior year and amended returns are due upfront. Schedule your consult with me today so we can get started.
- What is your typical process for working with a new customer?
The process begins with a free consultation either virtually or in-office to review your tax information and discuss your filing needs. After reviewing your documents, I provide a clear quote. Once you approve, your return is prepared, reviewed for accuracy, and filed promptly. Schedule your free consult today to start the process.
- What education and/or training do you have that relates to your work?
I have over six years of hands-on experience and training preparing individual and small business tax returns. My background includes working with W-2, 1099, self-employed, and business filings while staying current on tax guidelines to ensure accurate and compliant returns. Schedule your consult today to work with an experienced tax professional.