- What should the customer know about your pricing (e.g., discounts, fees)?
We provide affordable tax preparation services for individuals and businesses.
- What is your typical process for working with a new customer?
We would provide a tax checklist to gather information for the current tax year. We would also ask for a copy of the tax return from the previous tax year. We would be happy to take the time to address any questions and concerns you may have.
- What education and/or training do you have that relates to your work?
I hold a Masters Degree in Forensic Accounting and am an Enrolled Agent which is is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. In addition I have more than 10 years of experience in tax preparation.