FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our fees are typically lower than the average preparer. However, you will get valuable service and someone who will work hard for you.
- What is your typical process for working with a new customer?
I will communicate with you to get an understanding of your tax situation. That way I can ensure I prepare your return accurately and to your full benefit. You will be able to reach out to me, so I can answer your questions and concerns.
- What education and/or training do you have that relates to your work?
I have a bachelor's degree in accounting and a Master's in Business Administration (MBA). I am an active candidate for the CPA and already passed the tax (regulation) portion. I have large tax franchise experience and have been preparing and filing tax for over 7 years. I work as a lead accountant for the government.