FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I generally charge by the hour for a job it is not possible to estimate the number of hours needed. For individual tax returns, I generally charge $40 per form. Sometimes I can estimate how many forms will be needed if I can see the prior year's tax return or talk to the client.
- What is your typical process for working with a new customer?
I set up a cloud file so the client can upload a copy of the prior year's tax return so I can see how many forms were used so I can get an idea of what might be needed for the current year's tax return.
- What education and/or training do you have that relates to your work?
I am an Enrolled Agent (Tax Accountant) and I do a lot of accounting/ bookkeeping and tax work for many kinds of organizations and businesses. I have been licensed by the US Treasury for many years. (Enrolled Agent # 00040605-EA) I am also a QuickBooks ProAdvisor and I have experience with many versions of QuickBooks both online and desktop. I have a BBA degree in Accounting from the University of North Florida, Jacksonville, FL.