FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fees vary by return type and complexity. Please call for an estimate.
- What is your typical process for working with a new customer?
1. Determine expectations and financial goals relative to filing status, lifestyle and tax reporting documents 2. Provide estimate for preparing returns 3. Process, validate and file returns 4. Review returns with client and educate 5. Prepare client for subsequent tax year – including tracking tax-related spending
- What education and/or training do you have that relates to your work?
IRS Tax Certification H&R Block Tax Certification