FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our fees are forms-based.
- What is your typical process for working with a new customer?
Interviewing our clients to understand their tax needs. Asking plenty of qualifying questions, communicating new tax codes that affect them, suggesting ways to decrease their tax liability all year round.
- What education and/or training do you have that relates to your work?
Yes, 16 CPE annually as required by the IRS plus another 6-10 CPE for our personal interests.