FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
yes. flat fees for prep of most tax returns and accounting at hourly rate.
- What is your typical process for working with a new customer?
Initial meeting with client to assess the tax needs. Prepare returns. Followed up with meeting to explain the tax return.
- What education and/or training do you have that relates to your work?
CPA and law degree. 35 years of tax experiences with varied clients.