- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is very competitive being that we can pretty much match or beat anyone's pricing not because of the work being provided but because of the client(s) we will gain. Customer Satisfaction is our number #1 goal. We want you as our client(s) this year even if it takes giving you lowest price with the highest quality of work.
- What is your typical process for working with a new customer?
There is an initial consultation verifying all personal, tax documents, &/or business information. We have an online secured portal clients may upload their documents onto(FREE). Once all documents have been verified and interview completed (5-10 minute interview) Process all documents into our tax software, contact client to advise of tax return filings All of our tax preparation(s) comes with audit protection & tax planning for next year. Therefore, our client(s) will be set up for a successful tax year
- What education and/or training do you have that relates to your work?
Licensed Tax Preparer with a PTIN & EFIN Staffed Accountants & CPA's Staffed Enrolled Agents Ongoing Tax Training For 10+ Years