FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
What should the customer know about your pricing? My pricing is based on the activity in your return — business income, rental property, investments, S‑corps, and other items that require judgment and defensible deductions. Each return is priced and reviewed according to the work involved, not by the number of forms. Instead of discounts, I offer audit protection as an optional add‑on. It covers IRS letters, notices, and follow‑up questions related to the return, giving you peace of mind and predictable costs while ensuring you never pay more than the law requires.
- What is your typical process for working with a new customer?
I begin by reviewing your prior‑year return to understand the foundation of your tax history — carryovers, elections, and the activity that makes your return unique. I then send a basic organizer (if needed) and a client information sheet to gather essential details. During the information‑gathering phase, I request your tax documents — W‑2s, 1099s, K‑1s, brokerage statements, rental summaries, and any IRS letters. When helpful, I also review IRS transcripts to confirm what the IRS has on file. Once your documents are received, I prepare and review the return with a focus on defensible deductions, clear documentation, and the lowest legal tax outcome. If the IRS ever asks questions, I serve as your advocate.
- What education and/or training do you have that relates to your work?
I’m a licensed Certified Public Accountant with a Master of Accountancy focused on taxation. CPA requirements include ongoing continuing education, most of it in tax law, tax resolution, and small‑business strategy. My background includes extensive work with S‑corps, rental property, investments, and the kinds of tax situations where judgment and defensible deductions matter. I stay current with tax law changes to ensure every return is accurate, strategic, and compliant.