FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Reasonable
- What is your typical process for working with a new customer?
Initial Consultation. Send Link to my portal for secure upload of documents. List open items for client. Complete Initial Draft. Address Client Questions & Concerns. Prepare Final Copy. Efile the return. If both parties are happy with services, stay in contact with client for a tax planning session for the current year.
- What education and/or training do you have that relates to your work?
Certified Public Accountant, Enrolled Agent, B.S. Accounting