FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is transparent and form-based, meaning clients are charged per form based on the complexity of their tax situation. This ensures fair and consistent pricing, with no hidden fees or surprises.
- What is your typical process for working with a new customer?
1. Complete the Intake Form – Clients complete an intake/engagement form to assess their tax needs. 2. Document Submission – A secure portal is provided for clients to upload necessary tax documents. 3. Tax Preparation – Your return is prepared by qualified tax professionals. 4. Review and Approve – Review your completed return. Once approved, authorize e-filing. You’ll receive confirmation once the IRS and state agencies accept your return.
- What education and/or training do you have that relates to your work?
I have numerous hours of continuous education and advanced training in tax strategy, compliance, and bookkeeping. I stay updated with IRS regulations and industry changes to ensure my clients receive the most accurate and beneficial tax planning services. Beyond formal training, I continuously research tax-saving techniques that help business owners legally minimize their liabilities while staying compliant. My expertise allows me to go beyond tax filing and offer strategic financial insights to help entrepreneurs optimize their businesses.