FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our fees reflect flat rates and ranges from $99 - $300, depending upon the tax forms used.
- What is your typical process for working with a new customer?
Our process for new and returning customers starts with a thorough interview that is designed to facilitate discussions about recent activities and events. Some of the discussions reveal taxable events and tax benefits. The interview is followed by a inventory of tax and supportive documents. At this point, we proceed to complete all the relevant tax forms and worksheets. As a convenience, we provide various options to receive your refunds or to pay your tax liabilities and we also provide convenient options to pay our prep fees. Finally we send a password protected copy of your federal, state and sometimes local tax returns to the email account of your choice.
- What education and/or training do you have that relates to your work?
PBS-STL's lead Accountant has a MBA in Finance, is certified as an ERO (Electronic Return Originator) with a PTIN and has an EFIN to facilitate electronic filings.