FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
R&S Tax Pros, we believe in transparent and competitive pricing with no hidden fees. Our pricing varies depending on the complexity of the return or the level of services required, ensuring clients only pay for the services they truly need. We also offer special pricing and seasonal promotions for certain clients, including discounts for simple W-2 returns, students, and seniors. For many clients, we provide the option of $0 upfront tax preparation, where preparation fees can be paid directly from the tax refund through a bank product. For business clients, services such as bookkeeping, payroll, and business formation are typically priced either as flat-rate packages or hourly services, depending on the scope of work. At R&S Tax Pros, our goal is to provide affordable, professional tax and financial services while maintaining complete transparency about all costs before any work begins.
- What is your typical process for working with a new customer?
At R&S Tax Pros, our process for working with new clients is designed to be simple, efficient, and transparent. First, we begin with a consultation or intake process where we gather basic information about the client’s financial situation and the services they need. Clients can complete this step in person, online, or through our secure client portal. Next, the client uploads or provides their tax documents and financial records. Our team carefully reviews the information to ensure everything needed for an accurate return or financial report is included. Once the review is complete, we prepare the tax return or requested financial service and provide the client with a summary of the results. If there are any questions or opportunities to maximize deductions or credits, we discuss them with the client before finalizing. Finally, the client reviews and signs the documents electronically or in person, and we securely submit the tax return or deliver the completed financial services. We also remain available for ongoing support, questions, and future financial guidance.
- What education and/or training do you have that relates to your work?
have over 10 years of experience in tax preparation and financial services, working with both individuals and businesses to ensure accurate tax filings and proper financial management. My training includes IRS tax law updates, continuing education courses for tax professionals, and compliance training related to IRS regulations and Circular 230 standards. I also stay current with the latest tax law changes, industry technology, and best practices through annual continuing education and professional development. This ongoing training allows me to provide clients with accurate guidance on personal and business tax preparation, bookkeeping, payroll services, and business compliance requirements. At R&S Tax Pros, we believe that staying educated and up to date with tax regulations is essential to providing reliable, compliant, and professional service to every client.