FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I charge by form typically which means the more complex your tax issues are the higher my fee will be. I also do Representation (audits) for clients on an hourly basis.
- What is your typical process for working with a new customer?
Sit down and talk. Review past returns. Ask each other questions and get to know each other better.
- What education and/or training do you have that relates to your work?
I am Enrolled Agent which means I am licensed through the IRS and governed by the Office of Professional Responsibility. My credentials put me on par with Attorneys and CPAs when it involves taxes.