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Special tax situations
Stocks or bonds,
Bob is friendly, professional, helpful and anticipates many questions before I even ask them. Excellent cost for my taxes and helps with so many other questions I have as well. His knowledge has saved me a great deal of money over the years.Aug 8, 2019
Individual Tax PreparationOct 29, 2019Verified
License Type: Enrolled Agent (IRS) (NH)
- What should the customer know about your pricing (e.g., discounts, fees)?The base prices quotes are for a basic return. It is best for us to talk so I can better understand your tax situation to quote a price for services.
- What is your typical process for working with a new customer?Our first meeting is to get to know each other and see if working together makes sense. At that point I will quote the price for any services that you need.
- What education and/or training do you have that relates to your work?I am an Enrolled Agent with the IRS, so I can represent clients from any state in front of the IRS. I also have specialization in taxation of cryptocurrency.