FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer 10% discount for first time customer and free consultation with tax filing.
- What is your typical process for working with a new customer?
First, we will get on a quick call to introduce each other, the business, and the request, and to decide on the rate. Second, I will wait for documentation to be submitted via email. I will work on the documentation provided and then get on a Zoom call to go over everything prior to filing/submitting.
- What education and/or training do you have that relates to your work?
I am a CPA, CAMS and CGSS professional. I have continous training in most recent IRS changes to keep up with regulation changea and CPE.