FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
One time fee includes free initial consultation, tax returns preparation for both federal and state(s), and e-filing.
- What is your typical process for working with a new customer?
We will start with an in-person or phone interview to know each other. Then I will instruct you to securely upload files if we choose to work remotely.
- What education and/or training do you have that relates to your work?
Federally-licensed Enrolled Agent by IRS; Bachelor of science degree in finance and accounting management from Northeastern University Massachusetts; Associate of science degree in accounting from Quincy College Massachusetts.