FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Corporate Returns $ 400.00 Partnership Returns $ 400.00 Individual $ 300.00 * Remember to ask me how you can get free tax services.
- What is your typical process for working with a new customer?
Most new clients like the idea of a sit down appointment where their return is completed while they are in my office. If they have all of their information their return will be completed at their first appointment. The client will pay my bill and take their copy of their return with them when our appointment is completed. While we are working on their return, the client is encouraged to ask me questions about any topic they are having some concerns with. My clients really appreciate they can ask questions and not be charged for an answer. If a new client wants to drop their information off or mail their information to me, I tell them to make sure they have a copy of last year's return and to use that return as a guide in order to assemble their information for the current year. I also instruct them to give me birth dates for all dependents being claimed on the current years tax return. I also want them to provide me with their work phone number, home phone number, cell phone number and their e-mail address in order to contact them in order to get questions answered. The biggest thing I establish with all of my clients is the personal friendship with each one of my clients based on trust, integrity, and honesty.
- What education and/or training do you have that relates to your work?
My education started when I started taking tax classes in college and found these classes were my calling in life. I then moved on to take H & R Block's tax training and worked for one tax season with a very experienced office in Fenton, Michigan. This led me to work for a CPA firm in Bridgepot, Michigan for seven years preparing individual, partnership and corporate tax returns. Over the above time frame, I built a lot of friendships with the people that I was serving. People started requesting me to open my own office and finally around 1984 I opened my own accounting and tax practice. In 2005. I passed the four part Enrolled Agent exam on my first attempt. This gave me the ability to practice before the Internal Revenue Service. Every year I am required to complete 24 hours of continuing education in order to maintain my EA license. I also subscribe to various trade magazines in order to stay abreast of changes going on in our industry. This continued education and very intensive reading on my part enables me to provide up-to-date answers or advice to my current clients and future clients.