FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
When it comes to taxes every client has a unique situation, and therefore the fees are unique to each client. The prices listed are for the basic federal and state tax return preparation and e-filing. If you want to know exactly what your unique return will cost please message me to discuss your situation.
- What is your typical process for working with a new customer?
When working with a new client I ask a lot of questions to get a full picture of everything going on with their tax situation. I collect source documents and have a client portal for client that allows for secure messaging and file transfer. I know remotely working with a tax professional can be stressful with so much sensitive information. We remove that stress with our client portal.