FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our tax preparation business offers a transparent fee structure tailored to the complexity of each client's tax situation, ensuring fair pricing and value-driven services.
- What is your typical process for working with a new customer?
I offer every client a personalized and secure web portal, enabling them to upload their financial documents in a professional and secure environment tailored to their specific needs.
- What education and/or training do you have that relates to your work?
With 15 years of experience in the financial planning field, I possess a profound understanding of assisting clients in optimizing their tax returns while ensuring compliance and ethical integrity, safeguarding them from audits or any unethical practices.