FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Prices will fluctuate depending on the project, but I will give you a quote during our onboarding call. Tell me the details of your situation, and I will give you the exact price for your project.
- What is your typical process for working with a new customer?
We will have an onboarding call to understand your exact financial needs. I will send you a link through email to my client hub, where you will store the documents for your return. When I am finished with your return, you can review and sign the return before payment. Once payment is received, we will e-file your return.
- What education and/or training do you have that relates to your work?
I have a degree in Accounting, and have spent 27 years in the accounting field. I am IRS certified, so if there is any issue with the tax return filed, I will represent you with the IRS to get the problem resolved.