FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My current flate-rate per return is: Individual return - $200 Business return - $300 Bookkeeping - $100 per month For a limited time, I am also offering a 40% discount for customers on Thumbtack.
- What is your typical process for working with a new customer?
I offer a simple, four step process to work with new customers. Step One: Get you a quick return on investment. When you sign up, we look at your last three tax returns and pull your IRS tax transcripts. This helps us find any tax savings opportunities that you may have missed. We make sure you take advantage of them right away. Step Two: Build Your Tax Plan We work to find legal ways to cut your tax bill. We build a personalized tax plan based on your income, family situation, and goals. And we’ll walk you through implementation so you actually get the savings. Step Three: Keep You on Track Year-Round Taxes aren’t a once-a-year event. We check in with you quarterly so you don’t get any surprise tax bills, you’re capturing any life changes, and you’re on track for estimated payments. We’ll be your personal “CFO,” proactively looking out for you to ensure your tax situation is safe. Step Four: File Your Return + And Help You With the IRS We prepare and file your federal and state tax returns with accuracy and punctuality. And if you have IRS letters, payment plans or notices, we have you covered as well. We also monitor your IRS account year-round to catch any problems early, so we have your back.
- What education and/or training do you have that relates to your work?
I hold a Bachelor's and Masters in Accounting & Business Law. I am also federally licensed to practice before the IRS in all tax matters. I am also constantly learning to improve my skills and increase my tax knowledge so I can help my clients save more in taxes.