- What should the customer know about your pricing (e.g., discounts, fees)?
Generally most returns start at $225. The pricing of the return will be more depending on the complexity of the return. Based on the information provided by the client and the review of the prior year return we can provide the client with a fairly accurate quote. Of course this quote will depend on whether additional issues are uncovered during the preparation of the return. The client will be informed if difficulties are encountered during the return preparation process.
- What is your typical process for working with a new customer?
Generally for individual returns we need a copy of the prior year return. Technology allows us to work with clients throughout the United States including Hawaii and Alaska. We will obtain the prior year information and enter that information into our tax software. This will generate a tax organizer for the current year. The tax organizer will allow the client to gather information for the current year and double check to see if they have missed anything based on the documentation from the prior year. After the client has gathered their data they are free to make an in-person appointment or scan and send the documentation to us and then we can have a meeting either via telephone or Skype.
- What education and/or training do you have that relates to your work?
I am a certified public accountant licensed in the State of Maryland. I have been working with taxpayers for over 10 years.