FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
t PCT Professional Services LLC, our pricing is transparent, upfront, and designed to save you money. We don’t believe in surprise fees, hourly charges, or complicated pricing structures. Here’s what you should know: ✔ Simple, Pay-Per-Entry Tax Pricing You only pay for the documents you file — not extra forms you don’t need. It’s one of the most affordable pricing models in the industry, especially for families and people with multiple jobs. ✔ No Upfront Cost Options For qualifying tax clients, you can file your return with $0 upfront and have the prep fee deducted from your refund. ✔ Refund Advance Loans (Optional) You may qualify for a refund advance loan up to $7,000, usually approved same-day. ✔ Clear Pricing for Dependents Dependents are a small additional fee — not hundreds of dollars like big chain offices charge. ✔ All Services are Virtual Our secure document drop-off system keeps prices low while providing fast turnaround times. ✔ No Hidden Fees or Surprise Add-Ons What we quote is what you pay. You’ll review and approve everything before filing. ✔ Discounts & Referral Program We offer a 25% referral commission when you send someone who completes their tax return through us. This often covers a big portion of your own tax prep cost. ✔ Fair Pricing Across All Services Whether you’re filing taxes, forming an LLC, starting a business, or getting credit counseling — you’ll always know the cost before we begin.
- What is your typical process for working with a new customer?
My process is designed to be fast, simple, and completely virtual so you never have to worry about scheduling appointments or waiting on hold. Here’s how it works: 1. Complete the Intake Form (Start Online) Every new client begins by filling out a short, secure intake form on our website. This gives me the details I need to understand your situation and provide the most accurate guidance. 2. Secure Document Upload You’ll upload your documents through our encrypted virtual drop-off system. Everything is stored safely and organized automatically — no emailing sensitive information. 3. Personalized Review I personally review each submission to ensure accuracy, compliance, and the best possible outcome. This is not automated or rushed — it’s a tailored review based on your real needs. 4. Clear Pricing Before Any Work Begins You’ll receive a transparent quote before I start working. No hidden fees, no surprises, no pressure. 5. Draft & Approval For tax clients, you receive a detailed draft to review before anything is filed. For credit clients, you receive a full audit and personalized action plan. For business start-up clients, you receive your step-by-step formation roadmap. You always approve everything before moving forward. 6. Fast Turnaround Most tax returns are completed within 2 hours once all documents are received. Business and credit services come with fast timelines and clear expectations. 7. Ongoing Updates I keep you updated by text and email during every step of the process. You never need to guess what’s happening — you’re always informed. 8. Final Delivery or Filing After approval, I finalize your service: ✔ Tax returns are filed with the IRS ✔ Credit audits and letters are delivered ✔ LLC documents, EIN, and business setup steps are completed ✔ Wills & Trusts clients receive next-step instructions (if on waitlist) 9. Support Anytime You can text at any time with questions. I respond quickly and personally.
- What education and/or training do you have that relates to your work?
I bring a blend of formal education, professional certifications, and more than a decade of real-world experience to every client I serve. 🎓 Formal Education I am currently earning my Master’s degree in Business Operations & Data Analytics at Arizona State University Global Campus. I am enrolled in a dual-degree pathway, also completing coursework toward my Master of Arts in Business Development. This advanced training gives me deep knowledge of systems, workflows, compliance, analytics, and business structure — all of which directly impact the quality of service I provide. 📘 Professional Certifications Board Certified Credit Consultant Certified Credit Repair Specialist Federally Authorized Tax Practitioner (with limited representation rights) Authorized IRS E-File Provider These certifications allow me to support clients with accuracy, compliance, and professional guidance across taxes, credit, and business formation. 🏆 10+ Years of Experience I’ve personally served more than 7,567 clients across tax preparation, credit counseling, business development, and financial services. I specialize in building secure digital workflows, virtual client systems, and modern financial solutions that make it easy for clients to work with me online. 🤝 Professional Partnerships Proud partner with the HoneyBook Business Mentorship Program, giving my clients access to industry-leading tools and structured business workflows.