FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The investment to work with us starts at: $450 for Individual tax preparation $850 for Self-Employed or 1099 employees $997 for Chapter 7 Bankruptcy Preparation $1,250 for corporate taxes Merritt Financial Services will offer discounts to Thumbtack Customers who act soon!
- What is your typical process for working with a new customer?
First, we will set up an over-the-phone consultation to determine your needs and see if we can help you. If it sounds like we are a good fit to work together, we will request a retainer payment. Then we'll send you a welcome email with the next steps. The complete process from start to finish last four months, and garnishments should stop immediately within 1-2 pay cycles. We look forward to working with you!
- What education and/or training do you have that relates to your work?
Paralegal Bachelor's degree in Finance Registered Preparer Tax Identification Number (PTIN) Ongoing continuing education in finance, tax, and debt relief