FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
When I charge reasonable fees, customers give me generous tips.
- What is your typical process for working with a new customer?
Meet them in a neutral place i.e. restaurant, parking lot with customers present, introducing myself with credentials.
- What education and/or training do you have that relates to your work?
I attend tax webinars, do research on websites, read a lot. Ask professionals for advice.