FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fees for a Federal personal return starts at $150. This includes the filing for the client's state taxes. If the following schedules are included in the Federal personal return the fee increases $100 per schedule. A, C, E, F Fees for a Federal S-Corp (1120-S) or Partnership (1065) return starts at $500. There is an additional $100 charge if schedules 8825 or F are required
- What is your typical process for working with a new customer?
I will ask for a review of the prior year tax return and supporting documents, as well as the tax documents for the current year. I use a secure portal through which these documents can be uploaded and through which I can upload for retrieval the tax return for your review. We can connect via Zoom, email and phone to meet remotely and finalize the filings
- What education and/or training do you have that relates to your work?
BA-Business Certified Public Accountant Enrolled Agent