- What should the customer know about your pricing (e.g., discounts, fees)?
350-550 Standard Tax Prep Fee depending on the tax situation plus Electronic filing & Software fee. 65.00 Marketing Fee for Refund Advance Bank Products First Time Customers Single Filers 200.00 Discount Family & Friends Referral Discount 100.00 Pricing may vary based on the tax situation and/or complexity of the return(s) in some circumstances. Extra fee for multiple returns in one year. Pricing will be determined and reviewed by the preparer and the customer prior to transmitting any return to the IRS. We also can do consultations to make sure we are the best fit for your business.
- What is your typical process for working with a new customer?
Customer Intake and Questions Evaluating Tax Situation based on documents and the complexity of the circumstances. We work with your situation, and offer consultations to ensure customer satisfaction. Transparency is key with us, so we update you every step of the way until you receive your refund. Temporarily, all the refund advance payments have to be disbursed via check, if the tax payer did not select the direct deposit option. No prepaid cards are available at the moment. Sorry for the inconvenience.
- What education and/or training do you have that relates to your work?
I have been doing taxes for 14 years. I have taken training and have had my education certified by the IRS. I have a valid and active PTIN number, which allows me to legally file taxes nationwide.