FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I price per tax form I have to complete, not per hour.
- What is your typical process for working with a new customer?
I set up an initial phone consultation to learn about their tax situation and to discuss their needs.
- What education and/or training do you have that relates to your work?
I have a Bachelor's degree from USF. I have worked in the financial industry for over 20 years and have been preparing tax returns since 2006. I earned the Enrolled Agent credential through the IRS and can be found on their website.