- What should the customer know about your pricing (e.g., discounts, fees)?
Income Tax prices will depend on the forms involved. Simple efiled returns begin @$150, federal and state included and go up from there and the fees can be auto deducted from your refund, if you choose. Discounts are available for students and seniors and referrals.
- What is your typical process for working with a new customer?
Remotely - send data thru email, mail, scan, fax, etc. For bookkeeping work, I offer remote access login if applicable to be able to work offsite.
- What education and/or training do you have that relates to your work?
I am required to complete 15 hours of continuing education credits each year to in order to stay current on tax laws with the IRS. I am a Certified Payroll Professional thru the American payroll Association.