FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I love referrals. You receive a $10 gift card for each referral. You also receive a discount for reoccurring services. You shouldn't pay an arm and a leg for expert tax advice.
- What is your typical process for working with a new customer?
I like to talk with my clients about their plans and the type of lifestyle they currently live and desire to live. I also allow them to ask me any questions they want to know about me and my background. For tax preparation I require all new clients and returning clients to complete an intake questionnaire. When it comes to taxes you can never provide too much information.
- What education and/or training do you have that relates to your work?
I have an undergraduate degree from DePaul University in Accountancy. I've been preparing federal and state returns for over 5 years. I have always prepared my own taxes since I was required to file. I also received my AFSP completion record from the IRS.