FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing reflects professional-level tax preparation. Individual returns typically start at $500, and self-employed or more complex filings begin at $695. We provide upfront quotes after an initial consultation so you’ll always know the cost before we begin. Discounts may be available for multi-year filings or bundled bookkeeping services.
- What is your typical process for working with a new customer?
We start with a free 15-minute consultation to understand your situation and goals. Then we securely collect your documents, prepare a draft return, and review it with you in detail. Once you’re satisfied, we finalize and e-file with both federal and state agencies. Our process emphasizes accuracy, communication, and efficiency.
- What education and/or training do you have that relates to your work?
I am an Enrolled Agent (licensed by the IRS) with years of hands-on experience preparing and reviewing hundreds of tax returns, including individuals, small businesses, and trusts. I also hold an MBA and have advanced training in tax strategy, compliance, and small business accounting.