- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is fixed and provided before every engagement, usually when the quote is sent.
- What is your typical process for working with a new customer?
1. You provide an email address so I can set up a secure shared folder where we can share tax forms. 2. Upload your tax forms to the shared folder including prior year tax return (new clients only) 3. I prepare your taxes while keeping in touch as needed. 4. When done, I provide you with e-file authorization forms for you to sign and return back to me. 5. You pay me, then I e-file your tax return and provide you with copies.
- What education and/or training do you have that relates to your work?
Having earned a Bachelor of Science degree in Economics, and Masters in Accounting, I am confident I can bring a wealth of knowledge to every engagement. I understand well the issues small businesses face, and help matters of taxation, accounting, payroll, cost management and more. I am committed to helping clients save time and money, and I work closely with them to help achieving that goal.