FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is transparent and based on the complexity of your tax situation. You’ll receive a clear quote before any work begins, with no surprise fees.
- What is your typical process for working with a new customer?
We start with a brief intake to understand your situation. Virtual service is preferred, allowing you to securely upload documents and communicate easily. Once reviewed, I prepare your return, review everything with you, and file after approval. In-person meetings for Rosedale Park senior residents are available if needed.
- What education and/or training do you have that relates to your work?
I have professional training in tax preparation and ongoing education to stay current with federal and state tax laws. My work emphasizes accuracy, compliance, and clear communication so clients understand their returns, not just sign them.