FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Charges are based on the forms required and detail needed.
- What is your typical process for working with a new customer?
Reviewing their prior years returns to familiarize myself with their situation and process to ask questions so I can do what is best for them. Explain any advantages I may find to prove their tax situation and will file amended returns at a discount, if necessary.
- What education and/or training do you have that relates to your work?
I exceed the IRS required continuing education to achieve the Annual Filing Season Program Record of Completion. I am constantly educating myself on the changes in the tax system.