FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Individual tax preparation services start at a flat rate of $200, including federal and state returns. In rare instances, additional fees may apply if your return requires extra forms to be filed beyond the typical forms required for tax returns or if you require assistance with past tax filings. If you have any questions about pricing or would like a quote, you can call, text, or email us.
- What is your typical process for working with a new customer?
All customers begin with a free consultation to review your tax documents and discuss any credits or deductions you may qualify for. All consultations will be conducted remotely via Zoom or a phone call (depending on customer preference). Individual tax returns are typically completed and returned to the customer within one to three business days, depending on the complexity of your tax situation. Tax return results will be discussed with the customer before submitting to determine an appropriate course of action based on your financial needs, such as a payment plan if taxes are owed. All tax returns will be sent back to the customer via an encrypted email once they are complete. Payment for these services may be accepted at any time while the services are being performed, but are not due until the returns are being submitted to the IRS.
- What education and/or training do you have that relates to your work?
I graduated with an associate's degree in Accounting back in August of 2022 from the College of Southern Maryland. From there I began attending an online income tax course through a tax firm to expand my knowledge on filing tax returns for individuals. I then took the Maryland Individual Tax Preparers Exam and passed in December of 2023, obtaining my Tax Preparer License for the state of Maryland. I obtained my credentials through the IRS and began my business, Summers Tax Preparation, in March of 2024.