FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing may vary from what is stated based off of the amount of data preparation is involved. Generally, the prices stated are my average prices.
- What is your typical process for working with a new customer?
My typical process for working with a new customer for tax prep services will entail the following requests: 1) Prior Year's Tax Return 2) Copies of all 1099, W2, 1098 forms 3) Vital information regarding identity, social security number and dates of births for all persons listed on the tax return.
- What education and/or training do you have that relates to your work?
I have both a Bachelor's and Master's of Accountancy. My Master's Degree was with an emphasis in Federal Taxation. I am a licensed Enrolled Agent with the IRS. This license allows full representation rights before the IRS.