FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer discounts to college students, military, and senior citizens. We require a 20% deposit before starting your tax return. Payment in full is due before the return is e-filed.
- What is your typical process for working with a new customer?
We offer 100% remote tax preparation with convenient e-filing. We start with a client interview to learn about your unique situation. We have a secure client portal to upload your documents and exchange information. After your taxes are completed, we offer you complimentary strategies to help reduce your tax liability for the next year.
- What education and/or training do you have that relates to your work?
Every year we complete the IRS continuing education requirements for the Annual Filing Season Program. We attend IRS conferences and tax law workshops to stay abreast of new and updated tax guidelines.