FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is transparent, industry-standard, and form-based, meaning clients are charged per form based on the requirements of their tax situation. This ensures fair and consistent pricing, with no hidden fees or surprises. Additionally, the consultation fee is non-refundable but applies as a credit toward tax preparation services. For business owners, audit protection services are required, ensuring they have an added layer of security in case of an IRS inquiry. My goal is to provide clear, upfront pricing while delivering high-quality service that helps clients save money and stay compliant.
- What is your typical process for working with a new customer?
1. Initial Consultation & Pre-Screening – Clients complete an engagement form to assess their tax needs. 2. Document Submission & Analysis – A secure portal is provided for clients to upload necessary tax documents. 3. Review & Strategy Session – I analyze financials, identify tax-saving opportunities, and provide tailored guidance. 4. Tax Preparation & Filing – Once the client approves the strategy, I prepare and file their tax return. 5. Follow-Up & Advisory – I provide insights for future tax planning and ensure the client is set up for success in the next tax year.
- What education and/or training do you have that relates to your work?
I have multiple 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.