- What should the customer know about your pricing (e.g., discounts, fees)?
Individual Filing - $295 The following are additional: Filing Jointly - $25 Dependents - $10 each Itemized Deductions - $25 Stock Transactions - $25 minimum Business Income/Expenses - $75 minimum Rental Property Income/Expenses - $150 minimum Additional State Return - $25 Deduct Prep Fees from Refund - $40 Additional services: Tax Notice Resolution - $250 minimum Prior Year Return Review - $250 Amended Return - $395 minimum We have referral bonuses - when someone you refer successfully files with us, we'll send you a $25 gift card! Discounts offered to former and current military as well as first responders.
- What is your typical process for working with a new customer?
I request that clients book a FREE consultation. During this call, I get a high level sense of who they are, their specific needs, and how I can help. After all necessary documents have been gathered, I go through a Q&A with the client to ensure that no deductions, credits, etc are missed. It is pertinent to hear the customer's background to ensure that we file with the most advantageous outcome possible and don't miss any valuable inputs.
- What education and/or training do you have that relates to your work?
Enrolled Agent Bachelor's Degree in Accounting MBA Decade of experience preparing returns