FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is transparent and based on the complexity of the return. Simple W-2 returns are priced lower, while self-employed or multi-income returns are priced according to the level of detail and forms required. I always review the situation first and provide clear pricing before filing — no hidden fees. I may offer seasonal promotions or referral discounts when available. My focus is on providing accurate, compliant tax preparation at a fair and competitive rate.
- What is your typical process for working with a new customer?
My process begins with an initial consultation to understand the client’s income type and filing situation. I then collect all necessary documents securely and review them thoroughly. After preparing the return, I go over the details with the client to ensure full understanding before filing. Once approved, I electronically file the return and provide confirmation. I remain available for follow-up questions and support after submission.
- What education and/or training do you have that relates to your work?
I have completed formal training in tax preparation and bookkeeping. This education allows me to understand income reporting, deductions, credits, and business financial records in detail. My bookkeeping knowledge helps me properly organize and analyze financial data, especially for self-employed individuals and small business owners. I also stay updated on current tax regulations to ensure every return is prepared accurately and in compliance with IRS standards.