- What should the customer know about your pricing (e.g., discounts, fees)?
This is the beginning of my practice - prices are gonna be lower. I don’t want to win you over due to low prices, but I don’t want to dissuade anyone from joining me because of prices. When we discuss your tax situation I will share with you and show you my prices, the rationale, and the comparison. As long as your situation doesn’t substantively change, my price will remain throughout. What we discuss at the beginning will be what we settle on at the end. It will be fair, it will be transparent and it will be consistent.
- What is your typical process for working with a new customer?
We start with an informational phone call or email/form entry that covers “top of the mind” concerns. Do you have questions about tax brackets, retirement distributions, etc.? We’ll cover those and discuss how to transmit documents to me for tax prep. Once received, I will complete the return, and can do it with whatever level of participation you want! Do you want to see every line entered? Or, are you more of the “get it in and let’s talk when it’s over” type!? Whatever it is, we’ll get the return completed. Lastly, we’ll discuss details in re: paying any fees for tax prep owed, how to enter refund / due info, efile, customer review, etc. At that point, once reviewed and ready to file, we will meet or discuss electronically a two year comparison and plans for next year.
- What education and/or training do you have that relates to your work?
I am a certificated and badged level One graduate of the Intuit Academy for Tax Preparation services. In addition to the hands on experience I have in working with Intuit on their tax prep software, I have worked as a full service tax preparer for that company, and continue to do so. In my other pursuits, I hold a doctoral degree in educational administration and technology, a masters and bachelors degree in history.