FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My fees are determined by the type of return and level of work required. All pricing is discussed in advance so there are no surprises. I offer competitive rates, loyalty discounts for repeat clients, and flexible payment options when available.
- What is your typical process for working with a new customer?
I begin with an initial consultation to learn about your tax situation. Once documents are provided, I review everything carefully and confirm pricing before moving forward. After preparing your return, I conduct a final review with you, make any needed adjustments, and file once you approve.
- What education and/or training do you have that relates to your work?
I have an MBA in Business Administration (HR Management concentration), along with extensive tax-related education and certifications. I am certified, registered, and bring five years of professional experience providing accurate and compliant tax services.