FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Yes we have a pricing schedule on our websites for tax returns but pricing can vary according to volume of data. Example a schedule E can cost 75.00 to list property, and depreciation but will cost more if you have ten rental properties instead of 1 or 2 properties
- What is your typical process for working with a new customer?
telephone interview to determine the clients goals and if I offer the best solution. complete client checklist to make sure we have all the documents and data needed evaluate, plan then set up books or complete tax return get clients review and input
- What education and/or training do you have that relates to your work?
I have passed two parts of SEE exam for IRS enrolled agents over 100 hours of CPE credits relating to tax preparation for individuals, corporations and partnerships Certified QuickBooks ProAdvisor excellent refernces