FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Customers should know that my tax preparation services offer transparent and competitive pricing, with fees that vary depending on the complexity of the return. No hidden charges, just straightforward rates! I also offer special discounts for returning clients and referrals, making it more affordable to get reliable, professional tax assistance.
- What is your typical process for working with a new customer?
My typical process for working with a new customer includes: Initial Consultation: We start with a friendly chat to discuss your tax situation and understand your needs. Document Collection: I provide a checklist of necessary documents to gather, ensuring nothing is missed. Preparation and Review: I prepare your tax return, then review it with you to address any questions or concerns. Filing: Once everything is confirmed, I file your return electronically for a quicker turnaround. Follow-Up: I check in post-filing to answer any further questions and ensure you're satisfied with the process. I'm here to make your tax experience as smooth and stress-free as possible!
- What education and/or training do you have that relates to your work?
I have extensive training in tax preparation, including completing professional courses in tax law and regulations. I stay updated on the latest tax codes and practices through continuous education and certification programs. Additionally, my experience working with various clients has provided me with hands-on knowledge of diverse tax situations, allowing me to offer tailored solutions that meet each client's needs effectively.