FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I believe in being upfront about my pricing. All pricing includes electronic filing of all Federal and resident State returns. 1) Individual tax returns start from $250.00. (Single, MFS, HOH) 2) Married filing jointly returns start from $300.00. 3) Small business or Rental Property returns add $150.00 to the starting price for each schedule. For example, Single and Small Business with one Schedule C would be $400.00. 4) Additional states are $10.00 each.
- What is your typical process for working with a new customer?
When working with a new customer my first priority is to have them submit all of their documents and proof of identity (Driver's License/SSN) through my secure client portal. From there, I proceed with completing the initial tax return quote. My goal is to always have a quote back to my clients within 4-6 hours. Once they decide to proceed with filing, we complete the electronic signature process, process payment, and electronically submit their returns to the respective tax authorities. In general, I have all clients handled within 24 hours of first contact as long as they have all of their information ready to go. In the rare occasion that clients, do not have everything I review their specific tax situation and assist them in getting the additional information to place them in the best position possible.
- What education and/or training do you have that relates to your work?
1) IRS Paid Provider 2) Completed the IRS Annual Refresher Course 3) Member of the Association of Black Tax Professionals 4) New York Tax Preparer 5) IRS Annual Filing Season Participant 6) Certified Tax Preparer by National Bookkeepers Association