FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is discounted already based on industry averages and the competition here. I have a basic minimum charge for simple returns, but if you have a lot of items, like Interest, Dividends, Stocks Transactions, Side Business Income, Rental Real Estate Income, Partnership Income, or multiple states, etc., then the fee will be a little bit more, but still less than a lot of competition here...LoL
- What is your typical process for working with a new customer?
New customers can scan, email, fax, or upload their documents to my secure portal for privacy and safety. Mailing is also an option, but is not desired and may delay the turnaround time.
- What education and/or training do you have that relates to your work?
I am a university graduate with graduate-level knowledge and a CPA License with 25 years of practical experience in filing, saving, and resolving IRS and State Income Tax compliance and issue resolution.