- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is standard on tax preparation based of type of form. I do discount dependent returns and seniors returns.
- What is your typical process for working with a new customer?
I usually prefer to meet with the client to see specifically what their needs are.
- What education and/or training do you have that relates to your work?
I have over 15 years in the tax preparation industry and I am also an Enrolled Agent with the IRS. I have an accounting degree from the University of North Carolina.